December 27, 2014 3:23 PM ET

Commercial Services and Supplies

Company Overview of Foundation Source Philanthropic Services, Inc.

Company Overview

Foundation Source Philanthropic Services, Inc. provides outsourced support services for private foundations in the United States. It offers administration, compliance monitoring, federal and state filings, and grants management services. The company also provides its services through online. It serves attorneys, financial advisors, CPAs, and donors. Foundation Source Philanthropic Services, Inc. is headquartered in Fairfield, Connecticut with regional offices in Boston, New York, Philadelphia, Atlanta, Chicago, Denver, Salt Lake City, San Francisco, and Seattle.

55 Walls Drive

3rd Floor

Fairfield, CT 06824

United States

Phone:

800-839-0054

Fax:

800-839-1764

Key Executives for Foundation Source Philanthropic Services, Inc.

Chief Executive Officer and Director
President
Age: 58
Co-Founder and Vice Chairman
Age: 49
Chief Operating Officer
Chief Philanthropic & Marketing Officer and President of Foundation Source Advisors
Compensation as of Fiscal Year 2014.

Foundation Source Philanthropic Services, Inc. Key Developments

Foundation Source Appoints Justin Murphy as Managing Director for Northern California

Foundation Source announced the appointment of Justin Murphy as managing director. Based in San Francisco, CA, Mr. Murphy will focus his efforts on the northern half of California, utilizing his strong background in business development, professional services, and as a former attorney. He reports to National Director of Sales Yvonne Dahl. In his role as managing director, Mr. Murphy will expand Foundation Source's footprint in the Northern California market. His primary focus will be on introducing the company's comprehensive support services for private foundations to high-net-worth donors, and working with wealth managers, financial advisors, and attorneys, to help them serve their philanthropic clients. Before joining Foundation Source, Mr. Murphy worked in San Francisco as a Sales Consultant with LexisNexis.

Foundation Source Appoints Dennis Ladd as Managing Director

Foundation Source announced the appointment of Dennis Ladd as Managing Director. Mr. Ladd reports to National Director of Sales Yvonne Dahl. 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.

Foundation Source Appoints Yvonne Dahl as National Director of Sales

Foundation Source announced the appointment of Yvonne Dahl as National Director of Sales. Working out of Foundation Source's Connecticut headquarters, Ms. Dahl assumes direct management responsibility for the company's internal and external sales teams. She reports to President Salvatore A. Bucci. Ms. Dahl has more than twenty years of experience developing and managing sales organizations for high-growth companies, with a proven track record of increasing revenue growth and new client acquisition. Most recently, she spent 10 years at Imagine Software, a risk and portfolio management services provider supporting hedge funds, brokerage firms, family offices, and pension funds, as its vice president and global director of sales.

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