Build Your Client List Through The Philadelphia Foundation

We serve both as an expert partner on charitable giving for you and as a resource for your clients.

Do you have clients who want to:

  • Donate to a specific cause? We know the most effective nonprofits.
  • Give regularly to one or more causes? We make it easy to support multiple charities locally, nationally and internationally.
  • Create a personal or family legacy? Our funds perpetually support your client’s causes and memorialize an individual’s or family’s name.
  • Create or terminate a private foundation? We offer low-cost simple alternatives that still allow giving in a foundation’s name.
  • Have philanthropic impact? Our steady investment growth, careful management, low overhead and economies of scale ensure more of your client’s dollars have a direct impact.
  • Receive maximum tax benefits? We provide the maximum allowable deduction through a wide range of giving options, including CGAs and CRUTs.

Take a look at all our options for your clients.

I would encourage everyone to explore the wealth of services The Philadelphia Foundation offers to charitably minded individuals and their advisors."
- Michelle J. Hong, Brown Brothers Harriman & Co.
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Sample Fund Agreements Save You Time

Our sample fund agreements save you research time and allow you to start discussions with your client about setting up a Donor Advised Fund, a scholarship, a fund to support a particular cause, a fund for a specific nonprofit or a fund that serves the community’s greatest needs.


Learn how you can partner with us on philanthropy.
Call 215-563-6417 or email us.

Contact Us

1835 Market Street, Suite 2410 | Philadelphia, PA 19103-2968 | Directions

Phone: 215-563-6417 | Email Us

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1234 Market Street, Suite 1800
Philadelphia, PA 19107

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