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Leaving a legacy

Creating a permanent charitable fund at the Philadelphia Foundation can help donors continue their generosity and leave lasting impacts. Money entrusted to the Philadelphia Foundation will be invested for long-term growth and completely with the donor’s intentions.

Ways Donors Can Give Beyond Their Lifetimes:

Make a Bequest By:

Designating the Philadelphia Foundation as a beneficiary in a will, IRA or 401(k) or life insurance policy

Donating real estate or tangible assets such as art or jewelry

Establish a Fund Such As:

A Charitable Gift Annuity

A Charitable Lead Trust

A Charitable Remainder Trust

A Life Estate

An Endowed Donor Advised Fund

Benefits of Working With Us

By partnering with the Philadelphia Foundation for estate planning, donors gain:

Peace of mind about how your assets will be used
A lasting testament to your values
Immediate tax benefits and tax-free income in some cases
Financial and tax benefits for your loved ones when your estate is settled
Enduring support for the causes that matters to you
Confidence that the amount of your initial gift will grow, and will keep on giving exactly as you intend in perpetuity

Learn More About Our Estate Planning Services

The Repplier Society
People who have made provisions in their estate plans to create or add to a charitable fund at Philadelphia Foundation are recognized as members of our Repplier Society. They are invited to events open only to supporters of the foundation.

Contact our team by calling (215) 563-6417 or email us at contact us.