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 50% of your adjusted gross income.

Special Considerations:

  • You can claim deductions for larger gifts for up to five subsequent years.

Publicly Traded Securities

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.

Benefits of Gift:

  • An immediate charitable deduction for the full fair market value of the donated assets.
  • Exemption for any capital gains tax on the appreciation.

Special Considerations:

  • The fair market value of contributed securities can be deducted up to 30 percent of your adjusted gross income.
  • If the amount is larger than you can distribute in one year, you can carry the surplus forward for up to five subsequent years.

Depreciated Stock

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

Life Insurance Policies

Two options:

A. Irrevocably assign your insurance policy to The Philadelphia Foundation, which you also name as a beneficiary of the policy.

Benefits of Gift

  • An immediate charitable deduction for the full fair market value of the donated assets.
  • Exemption for any capital gains tax on the appreciation.
  • More

B. Name The Philadelphia Foundation or one of its funds as the beneficiary of an existing policy that you continue to own.

Benefits of Gift

  • This is an excellent way to give a large gift at a lower cost.

Retirement Assets

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

Benefits of Gift

  • 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%.


Valuables: Art, Collectibles and Other Tangible Property

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.


Real Estate

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

Benefits 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 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.

Benefits 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.

Benefits 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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1234 Market Street, Suite 1800
Philadelphia, PA 19107


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