1. THE PHILADELPHIA FOUNDATION
CHARITABLE REMAINDER TRUSTS:
INCOME NOW, SUPPORT FOR
A CAUSE LATER.
HELP YOUR CLIENT PLAN
FOR THE NEXT STEPS

2. DONATE
1
YOUR CLIENT
TRANSFER ASSETS
TO AN
IRREVOCABLE
TRUST.
RECEIVE
3
THE TRUST PAYS
YOUR CLIENT OR
THE BENEFICIARY
REGULAR INCOME
PAYMENTS.
SAVE
2
YOUR CLIENT GETS
AN IMMEDIATE
PARTIAL TAX
DEDUCTION.
GIVE BACK
4
WHEN THE TRUST TERMINATES, ITS ASSETS
SUPPORT NONPROFITS THROUGH A
CHARITABLE FUND AT THE PHILADELPHIA
FOUNDATION.
YOUR CLIENTS CHOOSE THE PAYMENT SCHEDULE (FIXED OR VARIABLE) AND THE BENEFICIARY
(SELF OR ANOTHER PERSON). CONTACT US FOR A CONFIDENTIAL CONVERSATION ABOUT HOW A
CHARITABLE REMAINDER TRUST CAN WORK FOR YOUR CLIENTS. | (215) 563-6417
THE PHILADELPHIA FOUNDATION: 1234 MARKET STREET, SUITE 1800, PHILADELPHIA, PA 19107
CHARITABLE REMAINDER TRUSTS
FIXED OR VARIABLE INCOME NOW,
SUPPORT FOR A CAUSE OR NONPROFIT LATER.