Options for Your Clients

Those who advise clients on wealth management and estate planning can partner with The Philadelphia Foundation in several ways.

We serve as a “back office” of philanthropic consultants, providing counsel on tax-saving strategies, trusts and other estate planning tools. By partnering with us, your clients can create perpetual support for effective nonprofits.

Create A Fund

Creating a charitable fund offers clients a mechanism to make their charitable giving cost-effective, efficient and permanent. Learn more.

Contribute to An Existing Fund 

If your client wants to support a particular cause, a contribution to one of our existing funds is a fast way to have a long-term impact. Learn more.

Estate Planning

For those who are thinking about ways to save on estate taxes while making a difference for the region, we offer many options. Learn more.

Private Foundation Alternatives

We offer alternatives to private foundations that are less complicated, less costly – and that offer many additional advantages. Learn more.


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

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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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