Additional Stone House Services:

Taxes & Accounting

Stonehouse Retirement Income Planners

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: 

Who were the recipients?

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

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

Missions That Have Meaning

We look to represent our clients’ interests and provide sustainable giving for the biggest impact. 

Community-Oriented

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.

Robert Brown

“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”

R Brown

Robert J. Brown, CFP® and Managing Partner at Stone House® Retirement Income Planners.

John Burke

“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.”

J Burke

John Burke, Managing Partner at Stone House® Retirement Income Planners.

Raymond "Scott" Stone

“We hope our commitment to providing simple solutions for our clients will transfer into even more philanthropic actions; not only by them, but by others around them as they see and hear of the benefits that giving can provide to the person who is doing the giving.”

S Stone

Scott Stone, Managing Partner at Stone House® Retirement Income Planners.

Kirk Lunger

“We hope our commitment to providing simple solutions for our clients will transfer into even more philanthropic actions; not only by them, but by others around them as they see and hear of the benefits that giving can provide to the person who is doing the giving.”

Scott Stone, Managing Partner at Stone House® Retirement Income Planners.