1. THE PHILADELPHIA FOUNDATION
LIFE ESTATES: YOUR CLIENTS CAN LIVE
AT HOME NOW & LATER, SUPPORT
WHAT MATTERS MOST to
THEIR HEARTS.
HOME ISN’T JUST
WHERE THE HEART IS

2. NOTIFY
1
NOTIFY US
OF YOUR
CLIENT’S
INTENT TO
MAKE A LIFE
ESTATE GIFT.
ASSESS
2
TPF
ASSESSES THE
HOUSE FOR
COMPLIANCE
WITH OUR GIFT
ACCEPTANCE
POLICIES AND
GATHERS
APPROPRIATE
DOCUMENTS.
SAVE
3
ONCE AN
AGREEMENT
IS SIGNED,
YOUR CLIENT
CAN DEDUCT
A PORTION
OF THE FULL
MARKET
VALUE AND
AVOID CAPITAL
GAINS TAX.
ENJOY
4
YOUR CLIENT
LIVES IN THE
HOME OR
VACATION
HOME FOR
LIFE.
GIVE BACK
5
UPON YOUR CLIENT’S DEATH, TPF SELLS
THE HOME AND USES THE PROCEEDS TO
SET UP A FUND FOR A CAUSE THAT THE
CLIENT SPECIFIED.
$
CONTACT US FOR A CONFIDENTIAL CONVERSATION ABOUT HOW A LIFE ESTATE GIFT CAN SUPPORT
YOUR CLIENT NOW, AND A NONPROFIT OR CAUSE LATER. | (215) 563-6417
LIFE ESTATE HOME NOW, IMPACT LATER.
THE PHILADELPHIA FOUNDATION: 1234 MARKET STREET, SUITE 1800, PHILADELPHIA, PA 19107