Pay It Forward

Pay It Forward embraces the idea that instead of paying it back, we pay it forward. As an entirely volunteer service team of Source Advisors, we realize that life is filled with unexpected detours. Our purpose is to serve our community, clients, and team members. Whether that means providing food for the hungry, helping the homeless, supporting those going through cancer treatments and their families, sending care packages to current military or veterans, or giving Christmas clothing and toys to children, we exist to Pay It Forward.

Some of our typical community outreach activities include:

Cancer Care

  • Art Camp – where we provide lunch
  • Movie Nights – where we provide dinner

Union Gospel Mission

  • Pallet of Water for hot summer months
  • School Supplies / Backpack Drive
  • Ice Cream Social Event

Meals on Wheels

Support our Soldiers

Holiday Activities

  • Clothing and Toys for Santaccountants

Pay It Forward – 5 for Life

  • Our 5 for Life is a fund supported by employee contributions – the money goes to:
  • Annual Contributions to our 4 main charities
    • Cancer Care
    • Union Gospel Mission
    • Meals on Wheels
    • Support Our Soldiers
  • The fund also is used for:
    • Employee support
    • Community support during disasters