Donor Event: Market Conditions and Estate Tax Updates
When: Tuesday, October 7, 2014 at 11:30 a.m. - 1 p.m. [Lunch served promptly at 11:30]
Where: The Pittsburgh Foundation Board Room [5 PPG Place, Suite 250, Pittsburgh, PA 15222]
Invitation only
Being a smarter donor requires planning, understanding and, of course, lunch. The upcoming holiday season will be a busy one and there will be many demands on your time and charitable dollars. Join us for an insightful discussion with financial and legal experts on the importance of charitable planning and how to be prepared for changes that may affect your year-end giving. We will update you on the Legacy Funds (the portfolio in which your charitable fund is invested) and charitable tax law. We will discuss the current market climate and the investment strategies of the Legacy Investment pool and creative tax planning through charitable giving. Lunch will also be served making it a fulfilling experience all around.
Jonathan Brelsford, CFA
Vice President of Investments, The Pittsburgh Foundation
Jonathan Brelsford is responsible for the Foundation’s oversight and management of its investments working in liaison with the organization’s President and CEO, its investment consultants and its Board of Directors. While at Mellon Global Securities Lending, he specialized in European financial institutions and asset-backed commercial paper conduits. He has over 10 years experience in the finance industry working as a mortgage underwriter for NVR Mortgage and in commercial and retail banking for Century National Bank. He also was Director of Professional Services for Personity, a Pittsburgh-based technology startup. Jonathan serves on the Boards of Steeltown Entertainment Project and Nucleus and he is a member of the Finance Committee of Grantmakers of Western Pennsylvania.
David DelFiandra
Partner, Leech Tishman
David DelFiandra works closely with individuals and businesses on sophisticated estate planning and administration issues impacting wealth preservation. This includes the preparation of sophisticated estate plans designed to control and preserve wealth from one generation to another, and asset protection trusts offering maximum protection from future creditors. He focuses his practice on the preparation of simple and complex wills, living wills and powers of attorney, estate, trust and guardianship planning and administration, planning for individuals with special needs, pre-marital agreements, and the development of lifetime gifting programs and estate litigation.
The Center for Philanthropy
The Center For Philanthropy is an innovative resource of The Pittsburgh Foundation that offers individuals, families and businesses a place to learn, collaborate and grow as effective philanthropists.
