Build Your Organization’s Endowment Fund

An Organizational Endowment Fund builds permanent financial resources for a selected nonprofit. Nearly 100 nonprofits have endowments based at The Philadelphia Foundation.

Benefits Of Placing A Nonprofit Endowment With Us

Included services are:

  • 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.

Emblematic Examples

Each year our Organizational Endowment Funds support civic, religious, health, environmental and human service organizations as well as local chapters of national nonprofits. This frees the nonprofits to focus on their missions rather than spending time on accounting or tracking investments.

A house supported by the Grumblethorpe FundThe Grumblethorpe Fund supports a Colonial-era estate managed by the Philadelphia Society for the Preservation of Landmarks. Read more.

Philadelphia Young PlaywrightsPhiladelphia Young Playwrights’ Endowment Fund supports the development of student creativity, problem-solving skills and self-esteem through playwriting. Read more.

German SocietyThe German Society of Philadelphia Endowment Fund supports the German Society, furthers the understanding of German and German-American contributions to American history and culture.
Read more.

Built-in Accountability

We provide all nonprofits whose endowments we build with:

  • Quarterly statements
  • Customized accounting
  • Personalized gift acknowledgements and tax receipts for donors
  • Ability to receive secure online contributions
  • Pledge maintenance and reminders
  • Automatic annual disbursements

Want to know other nonprofits that have an endowment with us?  Read more (PDF)

Ongoing Support

When a donor wants to make a complex gift to sustain one of our nonprofit endowments, we provide custom expertise to make the process easy.

We also regularly communicate with our nonprofit endowment fund-holders to share useful resources and to provide specialized training and exclusive opportunities.

Sample Fund Agreement

View a sample agreement for an Organizational Endowment Fund [PDF].

Schedule a confidential conversation about establishing an Organizational Endowment Fund.
Call 215-563-6417 or email us.

Contact Us

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


Accredited CF