The Pittsburgh Foundation

Testimonials

Financial advisor Scott Tobe has set his practice apart by achieving Chartered Adviser in Philanthropy (CAP) certification, gaining advanced training and skills to help clients achieve their philanthropic goals.
Financial advisor Scott Tobe has set his practice apart by achieving Chartered Adviser in Philanthropy (CAP) certification, gaining advanced training and skills to help clients achieve their philanthropic goals.

The Pittsburgh Foundation is privileged to work with outstanding professional advisors from across our region. Our Donor Services team members assist advisors in defining and achieving their clients' financial and charitable goals. Here are a handful of the success stories from advisors who work closely with the Foundation.


I’m involved with The Pittsburgh Foundation because I believe in (its mission) and because it helps people.

Scott Oehrle Marbury Wealth Management

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If you want to be charitable in Pittsburgh, [The Pittsburgh Foundation staff] are the go-to people. They really introduce you to the region’s charitable organizations.

Karen and Peter Greb Merrill Lynch

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If you make it hard to give money away, then it doesn’t get done. By working together and learning the needs of the client and the community, we can make it easier to respond and give where it is needed.

Regina Beatty Mosaic Wealth Consulting

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The Pittsburgh Foundation has done a great job talking with these clients, discussing alternatives and helping clients build that legacy. And the clients feel really good about that.

Jayme Meredith Hefren-Tillotson

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For individuals who don’t have an extended family to take over the private foundation after the initial donor passes away, The Pittsburgh Foundation is the perfect option.

DOUG DENARDO Rothman Gordon

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The personal touch is very important. The Pittsburgh Foundation has done a great job with our clients.

JIM RIMMEL UBS Financial Services

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My vision is to make Westmoreland County a little bit better place to live than when I arrived … The Community Foundation of Westmoreland County can help make sure those ideas become a reality.

TODD TURIN Turin & DeMatt

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I’ve encouraged I don’t know how many clients to use The Pittsburgh Foundation. Just to have it here and local means a lot.

JAMES BECK Hefren Tillotson

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[W]ith the CAP program, you know you’re getting an advisor who truly understands how to help clients make the best philanthropic decisions for themselves and for their families.

Scott Tobe Signature Financial Planning

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