Tracked deals
4
4 tracked deals across 2024-2025.
Operating Company
Software
Foundation Source
Fairfield, Connecticut, United States
Foundation Source is a provider of philanthropic foundation management services, including a configurable suite of administrative, compliance, and advisory solutions supported by philanthropic technology for private foundations, donor-advised funds, and planned giving.
- Focus Areas
- Philanthropic technology, Foundation management, Donor-advised fund (DAF) administration
- Website
- foundationsource.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Addon
4 addon
Foundation Source Acquisition Volume by Year
Last 2 years
Supporting Data
Recent Transactions
-
- Buyer
- Foundation Source
- Target
- Pacific Foundation Services
- Industry
- Professional Services
- Location
- California, United States
- Type
- Addon
Foundation Source, the Fairfield, Connecticut-based provider of philanthropic software and services, has acquired San Francisco-based Pacific Foundation Services (PFS). The add-on expands Foundation Source's capabilities in foundation management, increases charitable assets under administration to nearly $40 billion, and brings PFS's team and leadership (CEO Charles R. Casey) into Foundation Source; the transaction was completed on June 4, 2025 with terms undisclosed.
-
- Buyer
- Foundation Source
- Target
- Giving Place
- Seller
- Give (a TIFIN Company)
- Industry
- Cloud & SaaS
- Location
- Colorado, United States
- Type
- Addon
Foundation Source, the Fairfield, Connecticut-based provider of philanthropic technology and services, has acquired Giving Place, a family-office giving platform, from Give (a TIFIN Company). The deal, completed April 21, 2025, expands Foundation Source’s SaaS capabilities for private foundations and family offices; terms were not disclosed.
-
October 18, 2024
- Buyer
- Foundation Source
- Target
- Vennfi
- Industry
- Financial Services
- Location
- Georgia, United States
- Type
- Addon
Foundation Source has acquired Vennfi, a financial-technology firm that powers the Charityvest donor-advised fund (DAF) platform. The acquisition adds turnkey DAF and workplace-giving capabilities to Foundation Source's suite of philanthropic software and services and will see Vennfi's management join Foundation Source to accelerate product deployment across wealth management and employer channels.
-
February 1, 2024
- Buyer
- Foundation Source
- Target
- PG Calc
- Industry
- Cloud & SaaS
- Location
- Massachusetts, United States
- Type
- Addon
Foundation Source, the nation’s largest provider of cloud-based SaaS and foundation management services, has acquired PG Calc, a planned-giving software and services provider based in Cambridge, Massachusetts. The deal, completed on February 1, 2024, expands Foundation Source's charitable giving product suite and adds planned-giving administration, software, consulting and marketing capabilities.
Related Acquisition Pages
Cloud & SaaS Buyers & Acquisitions
2 tracked deals by Foundation Source.
Financial Services Buyers & Acquisitions
1 tracked deal by Foundation Source.
Professional Services Buyers & Acquisitions
1 tracked deal by Foundation Source.
Acquisitions in California
1 tracked deal by Foundation Source.
Acquisitions in Colorado
1 tracked deal by Foundation Source.
Acquisitions in Georgia
1 tracked deal by Foundation Source.
Acquisitions in Massachusetts
1 tracked deal by Foundation Source.
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