Options for Your Clients
Those who advise clients on wealth management and estate planning can partner with The Philadelphia Foundation in several ways.
We serve as a “back office” of philanthropic consultants, providing counsel on tax-saving strategies, trusts and other estate planning tools. By partnering with us, your clients can create perpetual support for effective nonprofits.
Create A Fund
Creating a charitable fund offers clients a mechanism to make their charitable giving cost-effective, efficient and permanent. Learn more.