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Matt Schwartz is a Pittsburgh-based professional advisor who believes it is important to inform clients about The Pittsburgh Foundation and community foundations in general, because they provide opportunities for long-term giving and estate planning that allows donors to have a say in how their money is managed and distributed.
Proper preparation can make succession planning simple.
Simple strategies to give charitably in volatile times.
Maximizing giving in tax-advantaged ways.
As a certified financial planner and client advisor at CooksonPeirce, Katharine Perry knows her way around a stock portfolio. She also knows what makes people tick. Her training in psychology and social work gives her insight into the deeply personal ways people approach financial matters and charitable giving. In this Q&A, we learn more about what motivates her as a wealth advisor.
Advisor profile: When a client family asked for help giving away wealth instead of building more, a financial advisor changed culture of his firm to embrace community foundation philanthropy.
Moved to act by a brother lost in childhood, financial advisor James “Jim” Beck embraces medical research philanthropy.