We can help you craft a giving strategy.
The world may seem out of control. With volatile markets, rising geopolitical tension and the reverberations of the global pandemic, it’s easy to feel overwhelmed. While markets may change, some things never will: your values, your commitment to your loved ones and your community — the big things that define your legacy. The Pittsburgh Foundation and The Community Foundation of Westmoreland County can help you take control of your living legacy and make an impact now on the issues that matter most — while also maximizing your tax advantages.
Take control of your living legacy.
By giving appreciated securities instead of cash, you maximize your giving to nonprofits instead of paying capital gains tax. Consider a planned gift that makes the Foundation the beneficiary of some or all of your IRA, so you can give more while reducing tax burdens on your heirs. If you’re 72 or older, you can use your IRA’s required minimum distribution (RMD) to create a designated, field of interest or scholarship fund. If RMDs aren’t required, consider giving from your DAF to support these issues.
A quick conversation can have lasting rewards.
Your donor services team can help you maximize the impact and benefits of your year-end charitable giving. Contact The Pittsburgh Foundation at 412-394-2653 or pittsburghfoundation.org/contactus. Reach The Community Foundation of Westmoreland County at 724-836-4400 or cfwestmoreland.org/contactus.
PLANNING YOUR GIVING
Plan now to make a difference for tomorrow.
Through Planned Giving, the Foundation offers specialized services and guidance that can make a powerful difference in the lives of your loved ones, community and future generations. Learn more about giving through your will or estate plan.
Consider establishing a donor-advised fund.
The Foundation has worked worked since 1945 to help individuals and families make long lasting and powerful differences in the lives of others. Establishing a fund is easy. Learn more about how to begin.
2023 GIVING DEADLINES
|Last day to transfer a mutual fund.*
|Last day to receive gift intended to be partially or fully granted in 2023.
|Last day to recommend a grant via email.
|Last day to recommend a grant through the online portal.
|Last day a stock gift can be deposited.
|Last day a check can be postmarked for year-end grantmaking.
* In most cases. Please make the Foundation aware of your gift ahead of the transfer. We will make our best effort to honor all requests for contributions from mutual funds.
Tax information provided herein is not intended as tax or legal advice and cannot be relied on to avoid statutory penalties. Always check with your tax and financial advisors before implementing any gift plan.
GET IN TOUCH
The Pittsburgh Foundation
development [at] pghfdn.org (Email The Pittsburgh Foundation)
The Community Foundation of Westmoreland County
info [at] cfwestmoreland.org (Email The Community Foundation of Westmoreland County)