Types of Charitable Funds

Whatever your philanthropic purpose may be, we have a type of fund that will best help you accomplish it.

Fund Options

Designated Fund
To support a specific named organization

Donor-Advised Fund
To provide flexible giving for those who want to be actively involved

Field of Interest Fund
To support a broad interest area

Organizational Endowment Fund
To provide perpetual annual income for a nonprofit

Scholarship
To assist students in a particular field of study, high school, university or from a geographic area

Unrestricted Fund
To meet the community’s greatest needs, no matter how they change over time.

Sample Fund Agreements
All funds can receive tax-deductible contributions from you and others who share your vision. We will invest and grow your initial contribution to match your preferred timetable for distribution.

Ben FranklinYou can choose to endow your charitable fund so that it supports what matters to you forever. We’re still managing funds that were part of Ben Franklin’s estate, and are distributing them – as he stipulated – for vocational education. Read more.

Setting up a fund with us is quick and convenient. Most funds can be set up in one brief meeting. We take care of the legal and accounting requirements and give you quarterly updates.

Personalized and Flexible Possibilities

Through your fund, you can:

  • Select specific causes to support or keep your options open.
  • Contribute to it right away or through your estate planning.
  • Make modest grants or large ones.
  • Build your fund through cash, stock or tangible assets.
  • Get a tax deduction now, but distribute money when convenient to you, not just to meet an annual IRS deadline.
  • Remain anonymous if you choose.

Sound Management

We meet rigorous standards for integrity and accountability through respected, objective evaluators including the national Council on Foundations.

Broad Local Expertise

We monitor all areas of community need, including the arts, economic development, education, environment, health care, human services and neighborhood needs. Our staff can help you target where your grants will do the most good.


Schedule a confidential conversation about which type of fund is best for you.
Call 215-563-6417 or email us.

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Philadelphia, PA 19107

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