Our Approach

Our model of staffing multiple foundations under one roof means fewer resources spent on administrative expenses and more resources dedicated to the joy of effective grantmaking.

Listening & Learning

First, we get to know our clients. Listening closely to understand the foundation’s big picture vision and day-to-day needs, we establish tailored systems and solutions to meet those needs.

Creating a Custom Approach

Every family and board approaches its giving in a unique way. With an understanding of out clients’ needs, we build a team and package of services to best support the foundation’s definition of success – whatever it may be.

Supporting Your Vision

We support foundations throughout all stages of their life cycles – from newly formed to long-standing, multi-generational foundations. Our clients range in asset size from $10 million – $1 billion.

Our Story

In 1987, Lyman H. Casey built PFS from a practical, yet innovative concept: by providing highly personalized management services, a group of skilled professionals can help family foundations do a better job.

After serving for over a decade as the executive director of his family’s private foundation, Lyman was approached by a number of Bay Area foundations seeking management advice. It was then he saw the logic and efficiency of sharing the overhead and staffing costs of multiple foundations and the PFS model was born.

Now in its second generation, PFS continues to offer customized services to a growing group of client foundations. Under the leadership of Lyman’s son, Charlie Casey, the firm currently works with over twenty foundations whose interests and philanthropic efforts support a full spectrum of social issues impacting a range of communities extending from the Bay Area to around the globe.