Joe Mrak
CEO of FoundationSource, an integrated technology and services company providing infrastructure for modern, scalable philanthropy; experienced in nonprofit investing and philanthropic advisory.
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Mar 26, 2026 • 26min
The Missing Layer in Wealth Management
Joe Mrak, CEO of FoundationSource and nonprofit investing veteran, explains how philanthropy fits into wealth planning. He discusses building tech and services to simplify giving. Topics include engaging next-generation donors, choosing between foundations and DAFs, tax and governance considerations, and using AI to match donors with causes.
