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.
Giving deadlines for 2022
|Dec. 12||Last day to contribute to a mutual fund.*|
|Dec. 19, by noon||Last day to email/mail to recommend a grant.|
|Dec. 27, by noon||Last day to recommend a grant through the online portal.|
|Dec. 31||Last day a stock gift can be deposited.*|
|Dec. 31||Last 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.