Tax Strategy and Gift Structuring

On this episode of Ben with Benefits on Talking Wealth, Ben Carlson sits down with Joe Mrak, CEO of Foundation Source, to discuss the often-overlooked role philanthropy plays in wealth management.

Joe shares his background in the nonprofit investment world and explains how Foundation Source provides the technology and infrastructure advisors need to make charitable giving easier, more strategic, and more scalable for their clients. They explore how advisors can simplify the giving process, address both the emotional and tax-planning sides of philanthropy, and overcome the fear that charitable strategies “leak” AUM.

The conversation also covers how philanthropy can strengthen estate planning conversations, help advisors build deeper client relationships, and create a bridge to the next generation. Plus, what’s next for Foundation Source and where advisors can learn more.

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