Medallion Partners – Financial Advisors
Our Medallion Partners program is a unique opportunity for Investment Advisors working in our region to help their clients accomplish their charitable planning goals using the wide variety of planned giving vehicles and expertise at the Scranton Area Community Foundation.
Our Medallion Partners are local, highly-skilled financial advisors who have been approved by the Board of Governors to manage charitable funds on behalf of the Scranton Area Community Foundation. Financial Advisors participating in the Medallion Partners Program maintain the relationships they have formed with their clients while working with us to help achieve the charitable objectives of their clients.
Throughout our Medallion Partners Program, we offer networking opportunities, educational seminars on regional philanthropic needs, and CLE/CE accredited professional education courses relevant to attorneys, financial advisors, and certified public accountants on a variety of relevant topics.
The Foundation looks forward to developing and deepening relationships with professional advisors in our community. To become a Medallion Partner with the Scranton Area Community Foundation, or to receive updates and information on the benefits we offer for attorneys, financial advisors, and CPAs, please contact us today.