Professional  Advisors: Place Your Trust with TPF

The Philadelphia Foundation partners with professional advisors – attorneys, financial advisors, investment managers, trust officers, accountants and others – to integrate charitable giving into their clients’ financial and estate plans.

Work With Us To Expand Your Client Services

For your clients, we offer:

For you, we provide:

  • A way to keep assets in your portfolio and lose the hassles.
    Partner with us on managing $250,000 or more in total assets for charitable purposes (with your client’s permission.) You can continue to manage investment of those assets while we oversee the grants distribution, nonprofit due diligence, check distribution and IRS reporting requirements.
  • Incentives for American Funds brokers
    Earn commissions and 12b-1 fees on the assets you bring to us.
  • Ways to build your client list.
  • The security of working with a reputable, established institution.

I have found the work I do with The Philadelphia Foundation to be a rewarding and efficient way to help my clients have a major impact on a broad spectrum of causes."

- Richard Fox, Dilworth Paxson LLP. Read more >

Benefits of Working With TPF: What Your Peers Say

Respected Professional Advisors share why they value our services.

Events for Professional Advisors

Find out about our next gathering at which you can network, and gain knowledge and continuing education credits.

Investment Performance & Policies

Learn how we invest the money trusted to us, and how our performance compares to common benchmarks.

Learn how you can partner with us on philanthropy.
Call 215-563-6417 or email us.

Contact Us

1234 Market Street, Suite 1800 | Philadelphia, PA 19107 | Directions

Phone: 215-563-6417 | Email Us

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1234 Market Street, Suite 1800
Philadelphia, PA 19107

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