Pittsburgh, PA - Fragasso Financial Advisors, a Pittsburgh-based wealth management firm, has officially released the Summer 2025 edition of its seasonal publication, The Advisor. This new issue highlights the strategic and emotional value of charitable giving, offering readers practical insights into how generosity can serve both philanthropic goals and long-term financial strategies.

Titled The Advisor Interactive – Summer 2025, the digital guide addresses the growing interest among individuals and families in using charitable giving as a way to create impact while also supporting their broader financial plans. Fragasso Financial Advisors developed this summer resource to help readers understand tools that support tax-efficient giving.

Charitable Giving as a Financial Strategy

The Summer 2025 edition of The Advisor offers guidance for individuals looking to align their philanthropic values with their financial goals. The publication emphasizes that while giving is often emotionally motivated, it can also deliver measurable financial benefits.

Key benefits of charitable giving include:

• Income tax deductions
• Reduction of capital gains taxes through appreciated asset donations
• Lower estate tax liability
• The ability to build a long-term legacy

What’s Inside This Issue

Readers will find practical insights and mid-year planning advice centered on maximizing charitable gifting strategies and improving tax efficiency. This edition includes several feature articles designed to help individuals take advantage of planning opportunities during the summer months.

Highlighted articles include:

• The Power of Giving – Strategies for using Qualified Charitable Distributions (QCDs) and donating low-cost-basis stock
• The Value of Charitable Contributions – How donors and nonprofits can benefit from properly structured gifts
• Mid-Year Tax Efficiency Checkup – Why summer is an ideal time to revisit tax strategies and make adjustments before year-end

Mid-Year Timing for Proactive Planning

Fragasso Financial Advisors encourages readers to use the summer as a check-in point for charitable, tax, and investment strategies. Rather than waiting until the end of the year, this mid-year review period allows for more flexibility and control in making financial adjustments.

Accessing the Guide

This interactive publication is available as a complimentary download on Fragasso’s website. As with all seasonal issues of The Advisor, the firm aims to provide readers with timely, easy-to-understand financial insights that support informed decision-making.

Download the Summer 2025 Edition of The Advisor:
https://www.fragassoadvisors.com/resourcetype/magazine-download/

Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.

About Fragasso Financial Advisors, Inc.

Fragasso Financial Advisors, Inc. operates as an independent, primarily fee-based, employee-owned financial advisory establishment. Since its inception in 1972, the firm has been providing personalized financial planning and investment management services to individuals, non-profit organizations, and businesses. With a focus on long-term relationships and a commitment to providing an exceptional client experience, Fragasso Financial Advisors is a fiduciary, acting in their clients’ best interests with every decision.

Media Contact

Name
Fragasso Financial Advisors
Contact name
Marsha Posset
Contact phone
412-227-3206
Contact address
3402 Washington Road, Suite 301
City
McMurray
State
PA
Zip
15317
Country
United States
Url
https://www.fragassoadvisors.com/