Skip to main content

McKinley Carter Receives '2023 Best Places to Work' Award from InvestmentNews

Tpf logo rgb Facebook 1

MCWS Approved as Investment Manager with The Pittsburgh Foundation

After a thorough vetting of McKinley Carter’s practices and investment strategies, MCWS has been approved as a Third-Party Investment Manager with The Pittsburgh Foundation. “The Pittsburgh Foundation works to improve the quality of life in the Pittsburgh region by evaluating and addressing community issues, promoting responsible philanthropy and connecting donors to the critical needs of the community.” The Pittsburgh Foundation provides individualized and holistic services to individuals and families with philanthropic goals that want to improve the Pittsburgh Community (and beyond) and leave a legacy for generations to come.

Individuals and families create a fund in their name or anonymously through The Pittsburgh Foundation. This can be achieved by making annual charitable contributions to their fund or by “bunching” their contributions in one year to take advantage of deductions. The contributions to their fund are donated to appropriate charities over several years or in perpetuity, depending on the size of the fund and annual giving. During this time, McKinley Carter can continue managing the assets within the fund to maintain growth and purchasing power of the contributions. The Pittsburgh Foundation helps the donors vet the charitable organizations and educate the donors on the opportunities and needs of organizations and causes the donors are passionate about.

McKinley Carter’s dedication to the community and its clients has played a major role in becoming an approved third-Party Investment Manager. Many clients of MCWS have charitable and philanthropic wishes and partnering with The Pittsburgh Foundation will allow McKinley Carter to continue serving clients in the way they have been accustomed. MCWS is excited about the new avenue that will allow clients to leave the legacy they choose while serving their chosen charities and community.

Related Insights
Goals 7694139 1920

New Year, New Resolutions

With the new year comes reflection on what we achieved in the prior year. Did we fall short? Or did we succeed and want to continue our momentum?

If your New Year resolution involves relieving "money stress" by creating a financial plan in partnership with a professional advisor, you're not alone. Learn how to get started, and let 2023 be the year you begin your journey toward financial autonomy.

Read More
Coronavirus 4914028 1920

2020: The Year of Challenge, Change, Comeback

Technology and internal protocols we put in place well before anyone ever heard of COVID-19 prepared us to make the seamless move to virtual operations.

Read More
Wedding reception 2701037 1920

Your Name Has Changed...So Now What?

What agencies or entities should you alert when you've changed your name due to marriage, divorce, or adoption? Check out this comprehensive list!

Read More