Plan for a Future Fund

The Philadelphia Foundation is a valuable resource for those seeking to create a permanent charitable fund at some point in the future. Many choose to do so as part of their estate planning.

Setting up a future fund provides:

  • Peace of mind about how your assets will be used.
  • A lasting testament to your values.
  • In some cases, immediate tax benefits and tax-free income.
  • Financial and tax benefits to your loved ones when your estate is settled.

Assets You Can Use For A Future Fund

The same assets you can use to support an existing fund can be used to create a future one: cash, appreciated securities, closely held stock, business interest in limited liability partnerships, real estate or other personal real property. Learn more about What To Give.

Learn more about estate planning through the Philadelphia Foundation.