Giving Deadlines

“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.

Giving Deadlines for 2025

Dec. 12Last day to receive a gift intended to be partially or fully granted in 2025.
Dec. 12Last day for mutual fund transfers.
Dec. 18Last day to recommend a grant by email/mail.
Dec. 22Last day to recommend a grant through the online portal. 
Dec. 31Last day a stock gift can be deposited for 2025.
Dec. 31Last day a check can be postmarked for year-end giving.

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