What to Give

Many assets can be contributed to a fund or used in conjunction with estate planning to support a fund that makes a difference in our region.

Types of Assets

Cash, Checks, Credit Cards

Benefits of Gift:

  • A current tax deduction for your gift of up to 60% of your adjusted gross income.
  • You also can claim deductions for larger gifts for up to five subsequent years.

Appreciated Securities

Appreciated securities and several types of mutual fund shares can be accepted.

Please check with us to be sure your mutual fund shares can be transferred.

Depreciated Stock

Shares can be accepted. Please contact us about how to handle this type of gift.

Life Insurance Policies

There are two options, each with benefits.

  1. You can irrevocably assign your insurance policy to The Philadelphia Foundation, which you also name as a beneficiary of the policy.
    Benefits of Gift:
    • You can make annual tax-deductible contributions to cover the policy's annual premium.
    • Or, if the policy is paid up, you will receive an immediate tax deduction in an amount equal to the policy's cash surrender value.
  2. You can name The Philadelphia Foundation or one of its funds as the beneficiary of an existing policy that you continue to own.
    Benefit of Gift: This is an excellent way to give a large gift at a lower cost.

More about Gifts of Life Insurance.

Retirement Assets

You can make a distribution from an Individual Retirement Accounts (IRA) directly to The Philadelphia Foundation.

  • Under current law, you do not have to realize the distribution as income first and pay tax on it.
  • You save on estate taxes, federal and state income taxes that could be as high as 75 to 85%.

More about Gifts of Retirement Assets.

Valuables: Art, Collectibles and Other Tangible Property

You can donate artwork, collectibles, and other prized possessions such as antiques or jewelry.

Benefits of Gift: The sale value of the assets can be used to create or add to a fund.

More about Gifts of Valuables.

Real Estate

You can gift a house, apartment building, farm, vacation home, commercial buildings, and income-producing and non-income-producing land.

Benefit of Gift: The timing is up to you.

  • Donate now, through your estate or use the asset to establish a Charitable Remainder Trust that provides income to you or your children.
  • Create a life estate gift that allows you to continue to live in the home as long as you need to, and enjoy a current income tax deduction.

Closely Held Corporate Stock

You can:

  • Pass ownership of your company to children or key employees while not straining available assets and liquidity.
  • Sell your company and minimize estate taxes.
  • Get equity out of your company to provide income.
  • Create a family philanthropic program using the assets of your business. Benefit of Gift: This is a cost-effective way to maximize your philanthropic options while minimizing your tax liability.

Limited Partnership Interests

Contribute investment or business partnerships, or family limited partnership interests.

Benefit of Gift: We have the flexibility and expertise to accept these complex gifts.

Schedule a confidential conversation with our professional staff about your donation.
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


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