Financial Services and Business Development Veteran Dennis Ladd Joins Foundation Source as Managing Director for New York State


Categories: Press Releases

FAIRFIELD, CT—November18, 2014—Foundation Source, the nation’s largest provider of comprehensive services for private foundations, today announced the appointment of Dennis Ladd as Managing Director. Mr. Ladd, an acknowledged industry veteran in New York’s financial services industry, brings nearly twenty years of business development experience to the company. He reports to National Director of Sales Yvonne Dahl.

According to Ms. Dahl: “The state of New York is a key market for Foundation Source. It is home to a great deal of wealth, both old and new, making it a hub for private foundations and home to a robust advisory and estate planning community. Dennis understands the New York market, possessing the deep financial services acumen and business development experience necessary to serve the needs of high-net-worth donors who are considering starting or already have a private foundation.”

For much of his career prior to Foundation Source, Mr. Ladd worked with FactSet Research Systems, a company which provides financial data and analytic tools. Most recently, he served as FactSet’s Senior Vice President, Director of Sales for the New York Investment Management team where he led a team of sales consultants and product specialists, oversaw the on-boarding of new clients, and enhanced existing client relationships. Earlier roles with FactSet included Vice President, Mid-Atlantic Regional Manager and Vice President, Institutional Sales.

Commenting on his appointment, Mr. Ladd said: “I am excited to join Foundation Source, the most knowledgeable and experienced group of professionals in the private foundation sector. I am a firm believer in giving back to community and cause, and look forward to empowering others to do the same throughout New York State. It will be both professionally and personally fulfilling to help high-net-worth donors be strategic and effective using private foundations.”

Among his many volunteer positions, Mr. Ladd served as the FactSet New York Community Outreach Chair from 2011 to 2013, leading charitable activities out of the New York Office. He has also volunteered with Project Homefront, and a Norwalk, CT in-school mentoring program. Mr. Ladd received his Bachelor of Science in Business Administration from the University of Vermont. He can be contacted by email at or at (917) 510-5627.

About Foundation Source (
Foundation Source is the nation’s largest provider of comprehensive support services for private foundations, bringing specialized knowledge and expertise to clients across the country. The company’s administrative services, online foundation management tools, and philanthropic advisory services provide a complete outsourced solution for private foundations. The result: better-run, more effective foundations and more enjoyable philanthropy. Our clients supply the funds, the vision, and the philanthropic goals; we provide everything else.

Today, Foundation Source provides its services to more than 1,200 family, corporate, and professionally staffed foundations, of all sizes, nationwide. We work in partnership with wealth management firms, law firms, and accounting firms, as well as directly with individuals and families. Foundation Source is headquartered in Fairfield, Connecticut, with offices in Boston, Denver, Los Angeles, New York City, Philadelphia, South Florida, Seattle, Washington, D.C., and Winston-Salem.