Investment Options At The Philadelphia Foundation

Fund-holders can select The Philadelphia Foundation or one of seven trustee banks as the repository for their fund. Our trustee banks are Wachovia/Wells Fargo, PNC, Glenmede, Mellon, Pitcairn Trust and Bryn Mawr Trust.

Donors also can select to invest their fund in the Endowed or Non-Endowed (Short-Term) Pools. 

  Endowed Pool Non-Endowed (Short-Term) Pools

Invested & Allocated to Support

Perpetual giving Desired grant horizon

Investment Strategy Goal

Growth consistent with Spending Policy, plus inflation Growth consistent with desired grant horizon

Number of Pools Available

One Four (to support varied grant horizons)

Type of Funds Used For

Donor Advised Funds, Scholarships, Field of Interest, Organizational Endowment, Unrestricted Donor Advised Funds

Annual Distributions

  • Amount determined by Spending Policy
  • Nonprofit recipients recommended by donor
  • No annual distribution deadline
  • Amount recommended by donor
  • Nonprofit recipients recommended by donor
  • No annual distribution maximum or deadline

Need more information?
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1835 Market Street, Suite 2410 | Philadelphia, PA 19103-2968 | Directions

Phone: 215-563-6417 | Email Us

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Address

1234 Market Street, Suite 1800
Philadelphia, PA 19107

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