FOUNDATION SOURCE APPOINTS SUZANNE VAN STAVEREN TO BOARD OF DIRECTORS

Ms. van Staveren brings more than 20 years of leadership experience and a track record of
growing organizations in financial services

FAIRFIELD, Conn., March 5, 2025 /PRNewswire/ -- Foundation Source, the nation's largest provider of cloud-based charitable giving solutions, today announced the appointment of Suzanne van Staveren to the Board of Directors. Ms. van Staveren is the Executive Vice President, Chief Financial Officer, and Chief Operating Officer of Edelman Financial Engines, where she works with the executive team to develop the firm's long-term growth strategy and financial objectives.

"We are excited to welcome Suzanne to the board during this pivotal time for Foundation Source," said Joseph Mrak III, CEO of Foundation Source. "We have achieved recent significant milestones that have paved the way for our future success as the partner-of-choice for enterprise-level PhilTech, and I'm confident that Suzanne's vast experience will help push us to new heights."

The announcement follows the recent Foundation Source board appointments of other notable industry veterans, Mark Casady, Pamela Norley, and Chip Roame. It also comes on the heels of Foundation Source's acquisitions of Vennfi, the fintech powering donor-advised fund sponsor Charityvest, and PG Calc, the leader in planned giving software and services, which enabled the company to become the only provider of a turnkey platform empowering wealth managers to offer a comprehensive set of philanthropic solutions.

Ms. van Staveren brings more than 20 years of leadership experience and a track record of growing and building organizations within the financial services industry. Before joining Edelman Financial Engines in 2022, Ms. van Staveren was the CFO of the Personal and Financial Management Group within Goldman Sachs. She also led Ayco's Sales Strategy and Execution and Corporate Benefits Specialists teams. She was COO of the Americas institutional business for Goldman Sachs Asset Management. Prior to that, Ms. van Staveren worked at Fidelity Investments and AXA in a variety of functions, including developing and executing strategic plans, implementing new financial tools and processes, optimizing sales channels, improving product roadmaps, and working with clients.

"It's an honor to work with a company that is dedicated to advancing the wealth management space with accessible and effective philanthropic solutions that integrate charitable giving into the financial planning conversation," said Ms. van Staveren. "I am passionate about helping innovative companies expand their platforms and develop talent, and I look forward to joining the Foundation Source board in this new phase of growth."

About Foundation Source (foundationsource.com)
Foundation Source is the leading provider of enterprise-caliber and technology-led charitable giving solutions. At the forefront of PhilTech, Foundation Source is the partner of choice for flexible software and services that offer end-to-end support for private foundations, donor-advised funds and planned giving. We offer a range of purpose-built, cloud-based platforms that facilitate all stages of giving and a configurable suite of administrative, compliance, tax, and philanthropic advisory services for donors, nonprofits and charities, and professional advisors, including RIAs and financial institutions serving wealth management and private banking clients.

With 65 years of combined experience, Foundation Source empowers people and companies to create a better world through philanthropy. We support more than 4,000 charitable organizations, administer more than $26 billion in foundation assets, and facilitate more than 160,000 grants and planned gifts annually.

MEDIA CONTACT
Carly Taylor
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SOURCE Foundation Source