For record-keeping purposes, charitable funds at the Foundation will be comprised of the balances in The Pittsburgh Legacy, Intermediate and Grantmaking investment funds. The initial allocation is set at the formation of the fund on the Investment Option Worksheet. This allocation will change over time as each balance experiences its own investment returns and cash flows.
As subsequent contributions are received the donor may allocate contributions to each investment option, provided the balance in The Pittsburgh Legacy Fund remains above $10,000.00.
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