Stories
Proposed Legislation Could Affect Planned Giving Strategies
Estate Planning Attorney Nic Sasso, of Porter Wright Morris & Arthur LLP, shares his insight regarding planned-giving strategies.
People and their stories are at the heart of community philanthropy. In this section, you’ll find stories about how our donors, grantees and partners are working to help our community move from surviving to thriving. PDFs of our printed publications — including Forum, which was published through spring of 2021, and our annual report to the community — are available in the publications section.
Estate Planning Attorney Nic Sasso, of Porter Wright Morris & Arthur LLP, shares his insight regarding planned-giving strategies.
Matt Schwartz is a Pittsburgh-based professional advisor who believes it is important to inform clients about The Pittsburgh Foundation and community foundations in general, because they provide opportunities for long-term giving and estate planning that allows donors to have a say in how their money is managed and distributed.
As a certified financial planner and client advisor at CooksonPeirce, Katharine Perry knows her way around a stock portfolio. She also knows what makes people tick. Her training in psychology and social work gives her insight into the deeply personal ways people approach financial matters and charitable giving. In this Q&A, we learn more about what motivates her as a wealth advisor.