Making A Bequest

A simple bequest allows you to create a permanent legacy while you continue to enjoy the assets needed to maintain your current lifestyle. In addition to passing on assets tax-free, The Philadelphia Foundation will ensure that your charitable intent is permanently fulfilled.

Assets You Can Use To Make A Bequest

You can give cash, appreciated stocks, retirement accounts, life insurance, real estate or other personal property, or many other alternative assets. Learn more.

Ways To Give

You can give a stated dollar amount, a specific property, a percentage of your estate, the remainder after distributions to other beneficiaries, or you can make a gift contingent on certain events.

What We Do

1. Ensure Donor Intent

The Philadelphia Foundation will help you craft language that you can use in your will to establish a new fund or add to an existing one. A review of the fund’s purpose in advance will allow us to determine how we can legally and practically fulfill your request. In this way, the good you want to do will live on forever. Find out more.

2. Preserve Confidentiality

Whatever information you choose to share with us will be held in the strictest confidence, and names will be kept anonymous.

Donors Explain Why They Chose Us For Their Estate Planning

Donors discuss the importance of supporting the causes they care about over the long term.