Professional Advisors

The Catholic Foundation of Greater Philadelphia welcomes the opportunity to engage with professional advisors and to provide your clients with a plan for their philanthropic pursuits. As a trusted advisor, you have the opportunity to help your clients achieve highly individual philanthropic goals.

The Catholic Foundation of Greater Philadelphia is designed to provide your philanthropically minded clients with simplicity, efficiency, flexibility, and financial transparency. As a community foundation, CFGP enjoys the tax benefits and spending flexibility afforded a public charity by IRS regulations.

We offer a variety of charitable vehicles and will work with you and your clients to customize a philanthropic plan.
The Charitable Fund options available at The Catholic Foundation of Greater Philadelphia include:

  • Endowment Funds
  • Donor Advised Funds
  • Designated Program Funds:
  • Memorial Scholarships:
  • Corporate Donor Advised Funds

The Catholic Foundation of Greater Philadelphia is equipped to translate any of the following planned giving vehicles into lasting legacies:

  • Wills
  • Charitable Remainder Trusts 
  • Charitable Lead Trusts 
  • The Charitable IRA 
  • The Charitable Gift Annuity 
  • Life Estates
  • Life insurance policies

CFGP has prepared specific language that can be incorporated into a client’s will or living trust to establish a fund or make a gift to an existing fund through a bequest. Please contact us for more information.

The Catholic Foundation of Greater Philadelphia has the capacity to accommodate gifts of virtually any financial source and complexity. Our professional staff works with donors and their professional advisors to maximize the value of all contributions.

  • Cash
  • Publically Traded Securities
  • Mutual Funds 
  • Closely Held Stock 
  • Real Estate

There are many ways to get involved with CFGP and the community. We're here to help you meet charitable goals and are happy to discuss philanthropic options, at your convenience. Our services are completely confidential.

To learn more about The Catholic Foundation of Greater Philadelphia please call our office 215-587-5650.

CFGP Network of Philanthropic Advisors

Sign up to join our professional advisor mailing list. 

We offer you the opportunity to:

  • Be listed in the CFGP Directory of Preferred Advisors
  • Access planned giving reference material
  • Network with other professionals
  • Increase your knowledge of charitable giving options
  • Stay informed with the CFGP Newsletter and email updates on philanthropic planning topics and opportunities
  • Participate in Continuing Education Seminars

All members are invited to attend Foundation and legacy society events, as well as participate in social events with other advisors.

The following information will be used to communicate with professional advisors who work with and support the development activities of The Catholic Foundation of Greater Philadelphia, and to provide recommendations to donors seeking professional assistance. No information on this form will be released or recommendation be made to donors without the approval of the advisor in the approval section of this form.

I am engaged in one of the following professions and am involved in the financial/estate planning field:
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