Foundation Source Philanthropic Services:
A Leading Provider of Technology-Led Charitable Giving Solutions ("PhilTech")
Recently Released!!!
Date Published: May 22, 2025
Summary PowerPoint Deck: 132 Slides
Reference PowerPoint Deck: 211 Slides
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.
This research addresses the key historical phases of Foundation Source Philanthropic Services, including:
Its profile includes detailed outlines of its core business, including:
Date Published: May 22, 2025
Summary PowerPoint Deck: 132 Slides
Reference PowerPoint Deck: 211 Slides
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.
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
Its profile includes detailed outlines of its core business, including:
- Foundation Source
- Charityvest
- PG Calc
Disclosure:
Tiburon's Managing Partner is a member of Foundation Source Philanthropic Services' board of directors.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
