Foundation Source recently marked an exciting milestone with the acquisition of Pacific Foundation Services (PFS), a San Francisco-based philanthropy services organization that provides strategy, grants management, and enhanced accounting to support a variety of private funding vehicles, including some of the Bay Area’s oldest and largest foundations. We want to offer a warm welcome to the PFS team and have been energized and excited about the expertise they bring to our company!
For over three decades, PFS has been a trusted partner in foundation management to independent foundations across the Bay Area, offering tailored services in strategic advising, grantmaking, operations, and more. PFS’s unique capabilities complement our flagship tech-enabled offering for private foundations and their advisors, allowing us to expand access to modern, cloud-based tools. We believe combining our strengths will make giving easier, and more personal, meaningful and impactful.
Welcoming New Leadership
We’re pleased to welcome Charles R. Casey, CEO of PFS, who now serves as President of Premier Foundation Services at Foundation Source.
“Together, this integration enhances our collective ability to support private foundations and their advisors with deep, strategic insight, sector knowledge and tailored guidance,” said CEO Joe Mrak. “With our best-in-class technology, we offer a uniquely comprehensive solution for mission-driven organizations that want to maximize impact.”
With Charlie’s leadership, and the dedication of the entire PFS staff, we will continue their legacy of excellence and trust. This partnership also reflects the missions of both companies. For PFS, it’s to help philanthropists support meaningful, equitable change in their communities and the world, and for Foundation Source, it’s to empower people and companies to create a better world through philanthropy. And together, we are expanding our collective capabilities and committing to the relationship-driven service both companies are known for.
“We are both mission-driven organizations focused on streamlining operations to amplify impact and building trusted relationships with our clients and their grantee partners,” said Charlie.
Foundation Source is proud to be the nation’s leading provider of philanthropic software and services. The addition of PFS enhances our abilities to meet the needs of the philanthropic sector and to further support foundations in achieving their goals. We are honored to have the entire PFS team with us and excited for the future we will build together.
Be sure to keep an eye out for future PFS employee spotlights in our Featured Friday Series!
Want to learn more about the ways we support private foundations and their advisors?
Schedule a call with us or reach us at 800-839-0054. Together, let’s #begiving.
