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.
To Set Up New Funds
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 their clients’ funds.
2020 Year-End Dates and Deadlines
|Last day to contribute a mutual fund to TPF/CFWC (in most cases):||Dec. 11|
|Last day to recommend a grant by paper or email for end-of-year payment:||Dec. 21 at noon|
|Last day to recommend a grant through the online portal for end-of-year payment:||Dec. 28 at noon|
|Last day a stock gift may be deposited in the TPF/CFWC account:||Dec. 31|
|Checks must be postmarked by year-end:||Dec. 31.|
- Our offices are closed on Nov. 26, Nov. 27, Dec. 24 and Dec. 25, 2020.
- Our offices are open until 3 p.m. on Dec. 23 and Dec. 31, 2020.
Call us at 412-394-2653 to learn how we can help you achieve your clients’ charitable goals.