Investment Management & Financial Information

• Download and view our Annual Report to the Community
• Click here to see Our Investment Policy
• Find out about the various Types of Giving
• Learn more about Our Funds
• Learn how to Establish a Fund
• See the advantages of Planned Giving through this Quick Comparison Chart
• Learn more about setting Estate Planning Goals
• See the various Types of Planned Giving
• Give Now
• List of Our Funds
• Donor Options for Giving
• Learn the importance of the Council on Foundations National Standards Seal

Donor Options

Gifts can be given in many forms from cash to other assets, such as Real Estate, Securities, Mutual Funds, Life Insurance, Retirement Plan Assets

Assets Appropriate for Charitable Giving

Gifts can be given in many forms, we have compiled information on the types of assets that are appropriate for charitable giving. Cash & other assets, such as Real Estate, Securities, Mutual Funds, Life Insurance, Retirement Plan Assets are common forms of charitable gifts

Charitable Instruments

Charitable Instruments

We accept a wide variety of assets, including:

Outright Gifts
Give cash, stocks, real estate or other assets

Bequests
Designate a portion of an estate

Charitable Lead Trust
Trust pays the community foundation a fixed amount for a number of years and then assets go to beneficiary

Charitable Remainder Trust
Trust pays beneficiary for life and then assets transfer to community foundation

Life Estate Contract
Donor transfers home to community foundation and still enjoys use while living

Types of Funds

Donors have many options for charitable giving; the main types are listed on our Types of Funds page, but you are only limited by your imagination.

The Scranton Area Foundation funds are categorized as either Restricted Funds or Unrestricted Funds.

• Unrestricted General Endowment Fund:

  Unrestricted Funds are essential for ensuring the Foundation's ability to meet the community's present and future needs.  The Foundation's unrestricted "General Endowment" Fund consists of donations of all sizes on which the donors place NO RESTRICTIONS.

  Learn more about the SAF Unrestricted General Endowment Fund

• Restricted Funds: 

  These are funds in which the donors has placed specific restrictions for how and/or what the funds should be used. These Funds are broken down by Fund Type.
  
  

The Foundation is here to assist you in your efforts to give back to the community. The basic fund types are listed below, although your giving is not confined to those listed.

Other Opportunities for Giving

The worthwhile problems are the ones you can really solve or help solve, the ones you can really contribute something to. Richard Feynman (1918 - 1988), Letter to Koichi Mano, February 3, 1966