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Charitable Giving

For Individual Investors

Charitable Giving

Strategies for charitable giving

Charitable giving is an important core value for many investors.  The right approach can help you maximize your ability to contribute generously.

Hefren-Tillotson has the expertise to help you implement charitable giving strategies in your wealth management plan. By applying the MASTERPLAN® approach to your investment management plan, we can address your ambitions for philanthropic giving either before or after retirement.

Our in-house expertise will help ensure that your contributions are executed in a manner that benefits both your favorite causes and your portfolio.



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Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.