Professional Advisors

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.

Greatest Opportunity

The greatest opportunity to discuss the option of using a community foundation for long-term charitable purposes comes during “major personal or business or financial decisions” such as:

  • Estate Planning
  • Writing or revising a will
  • Selling a business or other major asset
  • Financial planning (including needs of a relative)
  • Financial Windfall: Inheritance or merger

Four steps you can take:

  • Open the discussion
  • Explore your client’s interest and values
  • Find the options that best match your client’s personal and financial goals
  • Invite The Luzerne Foundation to become part of the conversation.

Photos from May 10, 2017 Professional Advisors Seminar at the East Mountain Inn

Photos from January 11, 2017 Professional Advisors Seminar at the Westmoreland Club

Photos from January 22, 2016 Professional Advisors Seminar at the Westmoreland Club