There are many ways you can save on taxes while making a difference for Southeastern Pennsylvania.
You can deduct up to 50% of your adjusted gross income.
Not all types of mutual funds can be easily transferred.
Please check with us to be sure we can accept your gift.
You must sell the stock first.
Policy is donated to The Philadelphia Foundation.
Qualified retirement plan accounts are subject to layers of taxation (i.e., estate tax, federal income tax and state income tax). The remainder of your retirement account can be replaced with an asset replacement trust.
Property is donated to The Philadelphia Foundation for resale.
You can deduct the full fair market value of the property and avoid a capital gains tax.
Established through the transfer of cash or appreciated securities to The Philadelphia Foundation.
The annuity provides decades of fixed payments for up to two people.
A type of mutual fund maintained by a charitable organization, with up to two life income beneficiaries who receive quarterly income payments for life.
Provides life income to you or your designated beneficiary.
Both Unitrusts, which pay variable income, and Annuity Trusts, which pay fixed income, are available through The Foundation.
Allows for future transfer of assets to your designee.
1234 Market Street, Suite 1800 | Philadelphia, PA 19107 | Directions
Phone: 215-563-6417 | Email Us
1234 Market Street, Suite 1800 Philadelphia, PA 19107