Foundation Source has upgraded its turnkey donor-advised fund (DAF) platform to give advisors more flexibility and control. The update adds multi-custodial capabilities to its existing white-label setup, allowing advisors to use their preferred custodians while keeping their own branding, investment strategies, and client experience. Built through a partnership with BridgeFT, the platform now integrates more easily with advisors’ existing technology stacks. The result is a more adaptable philanthropic solution that combines custodial independence with modern donor tools like real-time visibility and one-click grantmaking.
Arch Integrates with Schwab to Unify K-1 and 1099 Tax Reporting