The Pittsburgh Foundation is privileged to work with outstanding professional advisors from across our region. Our Donor Services team members assist advisors in defining and achieving their clients' financial and charitable goals. Here are a handful of the success stories from advisors who work closely with the Foundation.
“I commend the Foundation for giving families the ability to choose their own advisors and for its progressive approach to investing. That openness to allowing advisors to refer and also manage the money is critical because it keeps clients engaged across generations.”
Elizabeth Genter Schenley Capital
“I’ve had a behind-the-scenes view with all of the estate administration I’ve done, and seeing how seriously everyone at The Pittsburgh Foundation approaches their work is reassuring.”
Tracy L. Zihmer Zihmer Law Firm LLC
[W]ith the CAP program, you know you’re getting an advisor who truly understands how to help clients make the best philanthropic decisions for themselves and for their families.
Scott Tobe Signature Financial Planning
If you want to be charitable in Pittsburgh, [The Pittsburgh Foundation staff] are the go-to people. They really introduce you to the region’s charitable organizations.
Karen and Peter Greb Merrill Lynch
If you make it hard to give money away, then it doesn’t get done. By working together and learning the needs of the client and the community, we can make it easier to respond and give where it is needed.
Regina Beatty Mosaic Wealth Consulting
The personal touch is very important. The Pittsburgh Foundation has done a great job with our clients.
JIM RIMMEL UBS Financial Services
My vision is to make Westmoreland County a little bit better place to live than when I arrived … The Community Foundation of Westmoreland County can help make sure those ideas become a reality.
TODD TURIN Turin & DeMatt