America’s Largest Management and Advisory Firm for Private Foundations
Foundation Source runs over 1,000 private foundations of all sizes, nationwide. It was a start-up called Charity Planner when we were first asked to position it and create new graphics and sales materials. We re-named the company Foundation Source. The launch tagline was: “The Silent Partner Behind America’s Foundations.”Eventually, after ten successful years, the company grew to manage foundations with over $5 billion in combined assets and had become one of the most experienced, well known philanthropic advisory firms in the U.S. It was no longer “a silent partner” and we were asked to re-brand again. Today, the story is about building great foundations, no matter what the asset size. The tagline is: Making More Foundations Great Foundations.