Resources for Professional Advisors
The Philadelphia Foundation is a valuable philanthropic planning resource for financial planners, attorneys, accountants and others who advise clients on matters of wealth.
Philanthropic giving, legacy planning or the charitable disposition of real property all may be needed as you develop and monitor of your clients’ financial plans. The Philadelphia Foundation can be your “one-stop” solution in developing a comprehensive, personalized philanthropic plan to implement such strategies.
Whether your client wants to 1) receive income while still making charitable deductions utilizing gift annuities or pooled income funds; 2) create less complicated and less costly alternatives to establishing private foundations, 3) develop charitable giving plans through which the entire family can participate; or 4) develop a philanthropic legacy, The Philadelphia Foundation can help.
In addition, as the leading expert in the region’s nonprofit community, we can connect your clients to the charitable organizations that best fits their priorities. Our professionals will meet with both you and your client, identify charities that match their interests and arrange site visits to those charities.
Explore the resources we offer below. To learn more, request a meeting with our professional staff.
- Networking Opportunities
The Philadelphia Foundation offers a multitude of benefits to our members, including informative e-newsletters, educational networking breakfasts, speaking opportunities, and CE-credit certified seminars. Learn more
- Talking to Your Clients About Giving
Beginning a charitable giving conversation with your clients takes a little practice, but it yields many benefits for your clients and the community. The Philadelphia Foundation works with you and your clients to identify the best charitable opportunities for all. Get started
- Giving Topics
The Philadelphia Foundation is proud to offers timely articles from a wide range of sources covering such areas as options for private foundations, working with the next generation of clients and more. Explore topics
- Strategies for Clients
Professional advisors can help their clients by listening for charitable giving opportunities, explaining options, and suggesting solutions. Several common scenarios may arise through which you can explain how philanthropy is a win-win. Learn more
- Case Studies
Our case studies address real life scenarios: A couple who wants to help the community, but also preserve wealth for the children. A company that wants to have a more consistent strategic impact through its charitable dollars. Grandparents who want to pass on life lessons about being generous. An executive who needs tax-reducing options for his sizable bonus.
View case studies
- Planned Giving Design Center
The Philadelphia Foundation is the regional sponsor of the Planned Giving Design Center, a free service that provides you with a wealth of resources for charitable gift planning as well as updates on legislation. Visit Planned Giving Design Center