The Pittsburgh Foundation

Planned Giving Design Center

Advisor Karen Greb has become very familiar with The Pittsburgh Foundation’s efforts and abilities to help build philanthropy in southwestern Pennsylvania. As senior vice president for wealth management at Merrill Lynch, she has referred numerous charitable-minded clients to the Foundation.
Advisor Karen Greb has become very familiar with The Pittsburgh Foundation’s efforts and abilities to help build philanthropy in southwestern Pennsylvania. As senior vice president for wealth management at Merrill Lynch, she has referred numerous charitable-minded clients to the Foundation.

The Planned Giving Design Center is a free online service for advisors and donors that provides email news alerts, concise summaries and links to the latest IRS pronouncements, court decisions and legislative developments affecting charitable taxation. The Planned Giving Design Center also provides software for donors and potential donors to run calculations for planned gifts.

The Planned Giving Design Center is a project of Carnegie Mellon University. For more information, contact Lindsay Aroesty, director of donor services and planned giving specialist and 412-394-2606 or aroestyl [at] pghfdn.org.