The Pittsburgh Foundation

Resources for Your Clients

Staff member Catherine Mutunga is part of a team of experienced philanthropic specialists who help take the burden of administration from advisors while providing an array of concierge-level support services through the Foundation’s Center for Philanthropy. (Photo credit: Emma Truscott).
Staff member Catherine Mutunga is part of a team of experienced philanthropic specialists who help take the burden of administration from advisors while providing an array of concierge-level support services through the Foundation’s Center for Philanthropy. (Photo credit: Emma Truscott).

Tools to help you talk to clients about charitable giving.

There are many ways for you and your clients to actualize their philanthropic intent. To assist you in walking your clients through the process, The Pittsburgh Foundation has created a number of resources for your clients, including downloadable brochures and fact sheets. These documents provide an overview of the types of funds, ways to give, planned giving options and the advantages your clients will enjoy by giving to and through The Pittsburgh Foundation and The Community Foundation of Westmoreland County.

 

ESTABLISHING A FUND

While the motivation of each donor for establishing a fund is different, the outcome is the same. Our Development and Donor Services team works with advisors to help their clients reach their philanthropic and financial goals.

To receive printed materials to share with your clients, please contact us at 412.391.5122 or development [at] pghfdn.org (development[at]pghfdn[dot]org). 

DOWNLOAD RESOURCES: 
Donor-advised funds (DAF) - The most popular option for starting a charitable fund with the Foundation, a DAF is best described as a charitable investment account. 
Legacy Fund  - This portfolio of investment options is designed to meet the objectives of donors’ philanthropic intent. The funds offer a range of strategies, each  with  their own investment approaches with varying risk levels, returns and fees.
Planned giving  -  We can help you guide your clients to develop a charitable strategy and build a  lasting legacy beyond their lifetime. 
Fund administration options -  Learn more about our prudent investment management programs, fiscal policies and administrative fees.
Gifts of closely held stock - Successful business owners or entrepreneurs can donate closely held S Corp and C Corp stock to a fund at the Foundation to make lasting impact. 
Community foundation vs. private foundations - Learn how community foundations provide an advantage over private foundation to charitably inclined individuals and businesses by sharing our in-depth knowledge of the community’s most pressing issues and concierge-level service to help  develop a philanthropic giving plan. 

Questions? Please contact us at 412.391.5122 or development [at] pghfdn.org (development[at]pghfdn[dot]org).