Donor Frequently Asked Questions

We are always happy to speak with our fund holders to answer any questions they might have about building their fund, making grants or estate planning!

Fund Policies screenshot.Download a booklet that provides answers to common questions asked by donors.

Answers to selected questions can be found below.

Making Grants

When may I submit grant recommendations?

At any time. If there are sufficient grantmaking dollars in your account, we will begin our due diligence on the recommended charities immediately.

How long does it take to process my grant recommendation?

Typically 7 to 10 business days, provided the organization responds promptly to our request for information.

Is there a grant minimum?

Yes. $250 is the minimum grant award.

When should I recommend a grant so it can be approved before the end of the calendar year?

Please provide your grant request to us by the last Monday in November to allow us time to review and process your grants.

May I recommend a grant to an organization where I am a Board member?

Yes, provided you are not receiving a personal benefit from the grant, you may recommend a grant to any nonprofit 501(c)(3) public charity.

May I recommend a grant in honor or in memory of someone?

Yes; please indicate that this is your intent on the grant recommendation form, and we will be happy to notify the organization.

May I make a multi-year grant from my fund?

Sometimes; if you intend to make a multi-year grant from your fund, please contact us in advance.

May I recommend a grant from my Donor Advised Fund to an individual?

No. If you want to use your Donor Advised Fund to make scholarship awards, please contact us so that we can restructure your fund.

Pledges and Fundraising

May I satisfy a current pledge to an organization with a grant from my Donor Advised Fund?

No. The IRS is very clear that there may be no material restriction on Donor Advised Funds that would require the fund to fulfill an existing pledge or commitment.

What if I want to do fundraising for my fund?

Anyone considering fundraising for their fund at The Philadelphia Foundation is required to review the Fundraising Policy and receive approval from the Foundation well in advance of the activity. It is the responsibility of the fund representative to adhere to the Fundraising Policy. Please contact us for additional information.

How can I add to my fund before the year-end tax deadline?

You can send us a check (postmarked by Dec. 31) or visit our Give Now page to contribute to your fund via credit card.

Check our resources section for the most current Giving Timetable that details how to contribute complex gifts such as stock.

Frequently Requested Resources

Access your TPF fund  through Donor Central (to check its balance or make a grant recommendation online).

Download grant recommendations forms and other instructions.

To schedule a conversation about your fund,
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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1835 Market Street, Suite 2410
Philadelphia, PA 19103


Accredited CF