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Planned Giving

Using proven charitable estate planning tools, you can create your own legacy to help PHLF preserve, protect and defend the buildings that make Pittsburgh home. Our planned giving program enables you to meet personal and financial goals and leave a legacy.

What are “Planned Gifts?”

“Planned gifts” are usually made from one’s accumulated assets, not annual cash flow. Many times, they carry significant income and tax benefits. Planned gifts are most effective when integrated into your overall estate plan because their purpose is to redirect taxes directly to promote charitable missions that reflect your values.

Unlike annual cash gifts, a planned gift is larger and generally funded with real estate, appreciated securities, or tangible property like a collection of art or books related to our mission. These gifts can take many forms. Some can provide lifetime income for a donor and/or spouse and a deferred gift to PHLF. Others allow PHLF to use the income from an asset for a period of years, and then pass the asset to heirs with substantial estate tax savings.

The easiest way to make a major commitment is by making PHLF a beneficiary of your will, living trust, insurance policy or retirement plan. You can even sell property to PHLF at a discount or give PHLF house while retaining the right to live in it. While PHLF always welcomes cash gifts, our first concern is that the form your gift takes is in the best interest of you and your family.

For more information, call PHLF at 412-471-5808 to talk to a planned giving specialist.

WHY PHLF?

What an impact PHLF has had on Western Pennsylvania since 1964. When government wrote off the Manchester, Mexican War Streets and South Side neighborhoods, we used sound development strategies, sweat equity, and minimal public dollars to help revitalize those communities and showcase their unique diversity of historic buildings. Today, property values in those neighborhoods have increased substantially.

When we were told that preservation-based commercial development wouldn’t work, we acquired Pittsburgh & Lake Erie Railroad Property, used preservation as the attraction, and developed the riverfront site. Station Square used no local or state tax dollars, yet today it remains one of Pittsburgh’s most heavily visited areas and continues as a shining example of successful urban development of the last century.

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The Landmarks Preservation Resource Center was created as a result of a PHLF planned gift

PHLF continues to shepherd cutting-edge projects that not only emphasize the integration of older buildings and landscapes into new development, but enhance quality of life for people living there, proving again and again that preservation is the real stimulus for economic and personal development.

However, whether it’s PHLF’s investment of time and resources in Downtown Pittsburgh’s Market Square, Main Street and Elm Street Programs in communities like Vandergrift, Apollo, and Beaver, or our farm preservation program in Allegheny and surrounding counties, or our Historic Religious Properties Program, or the educational programs we provide to over 12,000 people every year in Downtown walking tours, educational tours to teachers and school children, and specialized neighborhood tours and programming at the Landmarks Preservation Resource Center, or projects of national significance like the restoration of Bedford Springs, Heinz Lofts, or Cork Factory, we can only remain a leader with the support of our own volunteer leadership and members.

In light of the economic and preservation challenges we continue to face, never before have membership gifts been more important to our organization. Give in any amount. Give a planned gift.

Gifts of $1,000 or more result in your enrollment as a Landmarks Heritage Society member. For those with a greater capacity to support our work, certain gifts will qualify for naming rights on our Market Square buildings in Downtown Pittsburgh.

NAMED FUNDS

A fundamental of supporting the work of PHLF is through the establishment of named funds, which many, many people, foundations, businesses/corporations, and organizations have created to contribute to the work and mission of PHLF.

Some examples of individuals that have contributed to preservation causes we care about include:

  • George and Eileen Dorman redirected discretionary income to a fund that preserves historic religious properties in Allegheny County and underwrites easements in western Pennsylvania.
  • Lucille Tooke created a gift that not only preserved her farm, but will one day create a fund to help others save their farms.
  • David Brashear and his family target gifts to fund college scholarships for high-achieving students who care deeply about the Pittsburgh region.
  • PHLF employees Al Tannler and Walter Kidney committed the majority of their estates to support the James D. Van Trump Library and PHLF’s publications program so others might learn not to commit the preservation mistakes of the past.
  • President Arthur Ziegler created two Named Funds to give grants to preservation projects throughout the region… and the list goes on.

Please send me information about designating PHLF in my estate plan and about planned giving opportunities that will honor my interests and fulfill PHLF’s mission.

Pittsburgh History & Landmarks Foundation

100 West Station Square Drive, Suite 450

Pittsburgh, PA 15219

Phone: 412-471-5808  |  Fax: 412-471-1633