End-of-Year Dates

“Very few advisors in the city or the country spend time educating their clients about charitable giving. It’s unique that advisors are getting more in tune with this,” through The Pittsburgh Foundation said Douglas W. Stirling, executive vice president of Janney Montgomery Scott.
“Very few advisors in the city or the country spend time educating their clients about charitable giving. It’s unique that advisors are getting more in tune with this,” through The Pittsburgh Foundation said Douglas W. Stirling, executive vice president of Janney Montgomery Scott.

Tax incentives for clients. Future incentives for you.

If you’re a professional advisor, The Pittsburgh Foundation is here to help you achieve your client’s charitable goals — both for year-end and in perpetuity. Planned giving options include CGAs, CRTs, CLTs, IRAs and life insurance.

Setting up a new fund is fast and easy.

We can help you set up a fund within 24 hours.  Your clients will receive the maximum tax benefits on their gifts, and qualified financial advisors can maintain investment advisory capacity by continuing to manage clients’ funds. Learn more about our Third-Party Investment Manager program.

Important Dates for 2026

Event Name Date/Time Description
Recommended Day to Transfer Mutual Fund Friday, Dec. 11, 2026 Contact us: 412-391-5122 or by email at development [at] pghfdn.org.
Recommended Day to Receive Gifts Intended for 2026 Grantmaking Saturday, Dec. 12, 2026 For gifts intended for 2026 grantmaking.
Recommended Date to Submit Grant Recommendation Tuesday, Dec. 15, 2026 Submit grant recommendations using donor-advised funds.
Stock gifts must be received for 2026 tax year Thursday, Dec. 31, 2026 For 2026 tax year, stock gifts must be received by year-end.
Checks for 2026 must be postmarked by Dec. 31. Thursday, Dec. 31, 2026 Checks for 2026 charitable gifts must be postmarked by year-end.

*Updated every November

Call us at 412-394-2653 to learn how we can help you achieve your clients’ charitable goals.