Foundation Source Philanthropic Services was founded as Charity Planner by Avi Greenbaum & Neil Greenbaum in 2001. The firm is based in Fairfield, CT. Foundation Source Philanthropic Services has four offices, 302 employees, and 4,000 foundation, endowment, & financial institutions clients. Foundation Source Philanthropic Services is led by its CEO Joe Mrak & Chief Operating Officer Estee Shor. Foundation Source Philanthropic Services is privately owned. Its websites can be found at www.foundationsource.com, www.charityvest.org, & www.pgcalc.com.
Historical Phases
This research addresses the key historical phases of Foundation Source Philanthropic Services, including:
- Charity Planner & Entrepreneurial Phase
- Incline Equity Partners Phase
- GTCR & Business Expansion Phase
Statistics
Its profile includes the key statistics of the company, including its number of offices, employees, & financial institution clients.
Business
Its profile includes detailed outlines of its core business, including:
- Foundation Source
- Charityvest
- PG Calc
Organization & Ownership
And its profile concludes with the highlights of its organizational structure & ownership.
Disclosure:
Tiburon's Managing Partner is a member of Foundation Source Philanthropic Services' board of directors.