Certified Public Accountant Advisors

By partnering with the Scranton Area Community Foundation (SAF) through the Certified Public Accountant (CPA) group, you have the ability to use SAF's knowledge, resources, and connectivity to the community to better serve the needs of your philanthropic clients. Whether you would like a representative from the Scranton Area Community Foundation to consult directly with you and your client about giving options or simply have a question you would like answered, CPA Advisors can rely on SAF as a trusted, charitable resource that has been serving the people of the Lackawanna County region for over 65 years.

By becoming a CPA Advisor through the Professional Advisor Council, here are just some of the benefits you can pass along to your clients:

SAF offers uncommonly low minimums of $5,000 to begin an endowed fund that will benefit the Lackawanna County region and the causes important to your clients for generations.
SAF provides flexibility in options that allow donors to change the type of fund or fund criteria to suit the donor's interests and needs if they change over time.
SAF gives each endowed fund a unique percentage match provided by SAF to all endowed funds for the first two years after the fund is established, allowing donors to receive an additional $5,000 in matching funds.
Established 65 year history guarantees your client a legacy that will last in perpetuity.

Further, CPA Advisors receive the following benefits for their firm:

Individual and firm name listed in SAF publications, including annual reports, newsletters, and SAF's website.
Client referrals.
Free meeting space in the SAF office with ability to host more than 15 people and free parking in adjacent lot.
Annual free CPE credits.
Invitations to attend SAF events.
Ability to receive updated, technical information on topics related to estate planning, planned giving, and philanthropy.

For more information about joining the CPA Advisor group of the Professional Advisor Council, please contact us today.