Foundation Source develops and delivers modern technology, tools and resources that help more people become philanthropists and help more philanthropists create greater impact.
Strategic support for starting and enriching the philanthropic journey
Vehicles
Creation and filing services for a range of tax-advantaged charitable vehicles
Administration
Comprehensive operations, grantmaking and compliance support for giving programs and vehicles
Technology
Platforms designed to increase efficiency and impact for donors, nonprofits, advisors, and institutions
Accounting
Specialized financial and tax services for foundations, charitable gifts and trusts
Our Core Values
Impact
We believe philanthropy has the power and possibility to make the world a better place.
Growth
We grow through innovation and transformation, acquiring and building capabilities to be the partner of choice for philanthropic solutions.
Expertise
We offer purpose-built technology and best-in-class advisory and client support to enable more people to give and more nonprofits to receive.
Our Impact
2,300+
foundation clients
1,800+
nonprofit clients
18K+
DAF account holders
98%
retention rate
$40B
in charitable assets administered
85K+
planned gifts administered annually
95K+
grants processed annually
$2.8B
in charitable aid deployed annually
Our Evolution
2000
Company Founded
Philanthropic brothers, Neil and Avi Greenbaum, started Charity Planner to provide family foundations with professional support.
2001
Company renamed Foundation Source
A new name reflects the company’s intent to become the trusted resource meeting the specialized needs of private, family and corporate foundations.
February 2024
PG Calc acquired by Foundation Source
Founded in 1985 by Gary Pforzheimer, Bill Laskin, Winston Jones and Mary Pforzheimer as a spin-out of the Harvard planned giving office, PG Calc offers a comprehensive suite of planned giving administrative software and services to the leading nonprofits and charities.
October 2024
Vennfi acquired by Foundation Source
Founded in 2019 by Stephen Kump, Ashby Foltz and Jon Koon to build the most modern giving experience, Vennfi powers the leading donor-advised fund Charityvest and dozens of white-label programs for non-profits and financial firms.
April 2025
Giving Place acquired by Foundation Source
This streamlined and powerful platform helps family office giving programs and private foundations see all their philanthropic activity in a single place, enabling better planning and higher impact.
June 2025
Pacific Foundation Services acquired by Foundation Source
Founded in 1987 as a collaborative effort to facilitate giving among local philanthropists in San Francisco, PFS has evolved to provide a range of tailored operational and strategic expertise for effective, meaningful, high-impact philanthropy.
Our Commitment
At Foundation Source, we believe in creating a work environment where everyone feels respected, heard, valued and supported. Our CEO, Joe Mrak, has taken the CEO Action Pledge, making Foundation Source one of more than 2,500 companies across 85+ industries that are committed to creating an inclusive workplace. And our voluntary, employee-led resource groups provide a space to connect, discuss and advocate as we build a sense of community and belonging.
Careers
Come work with us, you’ll
it.
Ready to soar? Join us and see how you can help philanthropists make a difference.
