The Stone House Charitable Fund (SHCF) provides a unique opportunity for donors to build the world they wish to see with sustainable, long-lasting support.
Our 2023 Charitable Donation Announcement
Over the course of 2023, Stone House donated over $40,000 for charity! We could not have reached this goal without the support of our outstanding clients or dedicated team members. With the majority of the donations flowing through the Wyoming County United Way, we were able to help additional local charities as well as the following:
Driven by Our Clients
We're proud of our Stone House clients, and that's why the Charitable Fund is made for and driven by our client's interests. Their participation helps fuel our contributions, and we use those funds to support our community.
The Future of SHCF
The Scholarship Fund
Because of the growth we have seen in the Stone House Charitable Fund, we've expanded our contributions to also create an annual scholarship fund to aid students in our area.
Missions That Have Meaning
We look to represent our clients' interests and provide sustainable giving for the biggest impact.
Community-Oriented
Our donations impact the community, including your friends and neighbors.
Learn Why We Began SHCF
LifeSTACK® A Lifetime of Interest
As part of the LifeSTACK® a Lifetime of Interest series, Bob interviewed Earle Wootton, a founding director of The Community Foundation of the Endless Mountains.
Earle challenged Stone House to use the $1,000 donation which normally would be donated to a charity of the guest's choice and build an initiative for charity. That is how the Stone House partners built the Stone House Charitable Fund.
Our vision is to incorporate sustainable and impactful giving to serve our community and to do it in a way that supports our client's passions.
“The inception of this fund is only the beginning; sort of the first block in what we hope will grow into a much larger and stronger foundation for our community over time”
Robert J. Brown, CFP® and Managing Partner at Stone House® Retirement Income Planners.
“We work closely with some clients who really want to make a difference in not only their own family’s lives but also in their community. Many of those folks WANT to give but they’re unsure how. By setting up the Stone House Charitable Fund with the foundation, we’ve made it much easier for them to do so now.”
John Burke, Managing Partner at Stone House® Retirement Income Planners.
Scott Stone, Managing Partner at Stone House® Retirement Income Planners.
“We believe and are dedicated in the power to make a difference in our community through our commitment to charitable giving. It is our belief that through strategic partnerships and thoughtful investments, we aim to address the needs of our community. This is why we established the Stone House Charitable Fund."
Kirk Lunger, Managing Partner at Stone House® Retirement Income Planners.
Tunkhannock
80 West Tioga Street
Tunkhannock, PA 18657
Sayre
107 S Elmer Ave
Sayre, PA 18840
Towanda
319 Main Street
Towanda, PA 18848
Disclosures:
Stone House nor its representatives are affiliated with or endorsed by Procter and Gamble, Cargill, or PSERS. P&G is a registered trade mark of Procter & Gamble.
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Registration with the Securities and Exchange Commission does not imply that Stone House or its representatives have achieved a certain level of skill, certification or training or that the SEC approves of Stone House or its services.
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Investments are not risk free and should be considered carefully by the client before investing in our strategies. Securities may lose value. See prospectuses and other disclosure documents for details of risks. Past performance is not an indication of future performance. Stone House® Investment Management, LLC does not guarantee the performance of any strategy or portfolio.
Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgment of Stone House® Investment Management, LLC as of the date of publication and are subject to change.
Fees listed on this site only represent fees charged by Stone House for services provided. Additional fees may be applied by third-parties depending on the services rendered. See ADV 2 for details.
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