Organizational Endowment Funds build permanent financial resources for nonprofit organizations. Nearly 100 nonprofits have endowments based at the Philadelphia Foundation.
Our city’s nonprofits should have confidence that their endowments are well-managed. At the Philadelphia Foundation, we offer the following services:
- Greater fiscal efficiencies, a diversified asset allocation strategy and lower investment expenses than nonprofits typically receive on their own.
- Free setup of complex planned giving tools such as Charitable Gift Annuities that can be used by donors to build endowments.
- Inclusion in our audits and tax filing, sparing the nonprofit from any additional tax filing.
- The security of placing the nonprofit’s financial resources with investment professionals who have secured and grown endowment funds since 1918.