The Planned Giving team, in collaboration with University partners and industry experts, offers ongoing seminars and events that may be of interest to you.
1787 Society members (those who have made planned or other deferred gifts to Pitt) are invited to participate in these virtual gatherings through exclusive invitations. Most offerings, but not all, are recorded for later viewing.
Here are several recorded seminars and events that you might enjoy:
The No Club: Putting a Stop to Women’s Dead-End Work
How dead-end work derails careers and ways to fix that
Hear the May 2023 luncheon presentation shared by Professor Lise Vesterlund, Andrew W. Mellon Professor of Economics at the University of Pittsburgh and the Director of the Pittsburgh Experimental Economics Laboratory (PEEL) and of the Behavioral Economic Design Initiative (BEDI). She is a Research Associate with the National Bureau of Economic Research. Lise is a co-author of the acclaimed book, The No Club.
View the presentation
New Tax Strategies and Charitable Giving in Volatile Economic Times
Presenter Dan Griffith, JD, CEPA, Senior Vice President, Director of Wealth Strategy at Huntington Private Bank shared how rising interest rates and inflationary pressure change many of the underlying assumptions used in financial planning. We looked at what strategies work best for estate planning and charitable giving considering the current volatility and review recent tax changes. Originally presented April 2023.
View the presentation
Nationality Room Tour: Voices from the Community
The Nationality Rooms tour focused on unique aspects that the Rooms share, as remembered in years past with an emphasis on local history, moments in time, and holiday traditions. This year's presentation, delivered by Michael Walter, Nationality Rooms Tour Coordinator, shared more layers to the Nationality Rooms by drawing on archival materials and related information that brought the tour to life.
View the presentation
Challenging Markets, Giving Creatively
Presenters Kathy Foody-Malus and Cynthia Caldwell, JD offered a market and economic update including strategies to reduce income taxes, generate income streams, and achieve philanthropic goals despite turbulent markets and a stressed economy. Originally presented October 2022.
View the presentation
Science to Watch: A Confluence of Ideas and Innovation
Hear the June 2022 luncheon presentation shared by Anantha Shekhar, MD, PhD, Senior Vice Chancellor for the Health Sciences and John and Gertrude Petersen Dean, School of Medicine University of Pittsburgh which focused on the Vision for Pitt including our strategy, purpose, impact, people, and future projects.
View the presentation
A Gift of Belief: Philanthropy and the Forging of Pittsburgh
Book editor Kathleen W. Buechel presented an Osher seminar that revealed how Pittsburghers from every stratum, creed, and circumstance organized their giving to help shape the region. The industrialists and their foundations stand alongside lesser-known philanthropists equally involved in institution building, civic reform, and community empowerment. Originally presented April 2022.
View the presentation
Seniors and Real Estate Transitions
Presenters Gail Brenkus, Jennifer Rose, and Shannon Christof provided guidance on the complex process of transitioning real estate including opportunities that protect assets and addressed issues one may face.
Osher Lifelong Learning Institute and the Office of Planned Giving initially offered this event on October 12, 2021.
View the presentation
Time Is on Your Side
Elisa Cavalier presents how to use new-found time to maximize your finances and minimize your taxes.
Osher Lifelong Learning Institute and the Office of Planned Giving initially offered this event on October 15, 2020.
View the presentation
Trusts: Enabling Financial and Estate Planning Goals
Presenter Peter D. Eberhart, JD, CFP®, Managing Director, Henry H. Armstrong Associates, Inc., highlights:
- various types of trusts and how each can benefit your family
- how to respond to tax law changes with effective trust planning
Osher Lifelong Learning Institute and the Office of Planned Giving initially offered this event on March 10, 2021.
View the presentation
1787 GREATful
The Office of Planned Giving is extremely grateful for each and every 1787 Society member and appreciates how important their support is to the future of Pitt and its students. 1787 GREATful is the newest and one of the most exciting ways we know how to show that appreciation. The program offers opportunities to connect while providing informative, entertaining, and thoughtful programs and materials.
Please enjoy these seminars and events:
A Nationality Rooms Tour: Cultural Year-End Celebrations: Explore the Nationality Rooms through a virtual Zoom tour highlighting several rooms’ attachment to family and how that intersects with end-of-the-year food and gathering traditions.
View the presentation
Happy History Hour: A lighthearted look at libation history from 1787 to 1794 through a western Pennsylvania lens.
View the presentation
1787 Western Pennsylvania Frontier: A virtual tour of several Cathedral of Learning Nationality Rooms highlighting ties to the year of the University’s founding, 1787.
View the presentation
Mindfulness Tools for Reducing Stress and Increasing Happiness: A workshop guided by Dr. Carol Greco, licensed psychologist and associate professor at the University of Pittsburgh Schools of Medicine and Health and Rehabilitation Science.
View the presentation
