Skip to main content

Mission Driven

Foundation Source develops and delivers modern technology, tools and resources that help more people become philanthropists and help more philanthropists create greater impact.

OUR IMPACT

What We Do

icon-fs-expertise

Consulting

Strategic support for starting and deepening the philanthropic journey

icon-vehicles

Vehicles

Creation and filing services for a range of tax-advantaged charitable vehicles

icon-fs-administration

Administration

Comprehensive operations and accounting support for giving programs and vehicles

icon-fs-technology

Technology

Platforms designed to increase efficiency and impact for donors, nonprofits, advisors and institutions

icon-percent-purple

Taxes

Expert preparation and filing for foundations, gift annuities, charitable trusts and pooled income funds

Our Mission

We exist to empower people and companies to create a better world with their philanthropy. We deliver a suite of technology, administrative, compliance and consulting services so philanthropists can impact the world in the ways that are most important to them.

overhead-dock

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

logo-charity-planner-363-v02

2000

Company Founded

Philanthropic brothers, Neil and Avi Greenbaum, started Charity Planner to provide family foundations with professional support.

logo-fs-stacked

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.

logo-pgcalc-363-v02

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.

logo-charityvest-color

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.

logo-giving-place

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.

logo-pfs-color

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.

fist-bumping-v02

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.

VIEW OPEN ROLES

Let’s Get Started

Join a Full Service Demo
icon-team

Join a Demo

View Our Technology
icon-technology

View Our Technology

Start or Manage a Foundation
icon-start-a-foundation

Start or Manage a Foundation

Start a Donor Advised Fund
icon-bank-leaf

Start a Donor-Advised Fund

Stay Updated On the Issues That Matter Most

SUBSCRIBE TO OUR BLOG