As a professional advisor, your most valuable asset is the trusting relationship you’ve established with your clients. Since 1946, CFWC’s parent organization, The Pittsburgh Foundation, has partnered with advisors to build on that trust and to help high-net-worth individuals and families achieve their charitable goals. With the Foundation’s Third-Party Investment Manager program, qualified financial advisors who have been approved by our Investment Committee may continue to manage the assets.
Our staff’s expertise in planned giving and beyond provides clients with in-depth understanding of community issues such as education, economic development, the arts, poverty, hunger and human services. The Foundation brings this wide-ranging knowledge under one roof, empowering you and your clients to leave philanthropic legacies that improve the community while also achieving financial goals.