Plan For A Future Fund: Perpetual Generosity

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.

To find the asset that works best for you, review the What To Give page. 

These assets can be used to create a full array of planned gifts, including a fund named for you or someone you would like to honor. They also can be used to create:

Estate Planning

People who have made provisions in their estate plans to create or add to a charitable fund at The Philadelphia Foundation become members of our Repplier Society and are invited to events open only to supporters of The Foundation.

Learn more about estate planning through The Philadelphia Foundation.

Enduring Impact Through The Philadelphia Foundation

Those who have set up funds at The Philadelphia Foundation discuss the importance of supporting the causes they care about over the long term.

View the video


Schedule a confidential conversation about creating a future fund.
Call 215-563-6417 or email us.

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