Foundation Source expands DAF platform with advisor-branded, multi-custodial features

Retrieved on: 2025-09-23 20:53:18

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Foundation Source expands DAF platform with advisor-branded, multi-custodial features. View article details on hiswai:

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... philanthropic clients, thanks to a new update. The fintech firm announced an expansion of its donor-advised fund platform, aiming to offer wealth ...

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