Resources for Professional Advisors

The Luzerne Foundation is the community foundation serving ALL of Luzerne County, Pennsylvania. Our only reason for existence is to help donors accomplish personal philanthropic and estate planning objectives in a cost-effective manner. Local donors, and their professional advisors, have built a significant philanthropic resource that can address the most pressing current, and future, needs of our region.

Since 1994, The Foundation has been a resource for professional advisors and a philanthropic partner for their clients. It is a vehicle through which individuals, families and corporations can make gifts, current or deferred, to benefit our community.

While The Foundation is a public charity, it does not promote a particular charitable cause. Our primary "line of business" is the creation of named endowments. Grouping these named endowments within the administrative umbrella of a single public charity can create significant economies of scale, and enhanced investment alternatives, for your clients.

Many of our named endowments are unrestricted. This gives current, and future, trustees maximum flexibility to respond to the communities changing needs. Many others are created to meet the unique and specific charitable needs of the donor. Still others pay the lifetime income to the donor or their beneficiary. The Foundation also administers dozens of scholarship funds and holds agency endowments for other non-profit organizations.

Professional advisors have a unique opportunity to help clients achieve philanthropic and estate planning goals.