Connecting People Who Care with Causes that Matter

Legacy Society

Greenleaf Legacy Society

“Giving back to the community, that has meant so much to our family, is something in which we strongly believe.”  Lifetime Orange County residents Gerald and Marlene Jacobowitz and their family established The Meyer and Lillian Jacobowitz Memorial Fund in April 2010,  the Ronald I. Jacobowitz Health/Educational Fund in December 2006, and The Jacobowitz Family Charitable Trust in December 2006.

“Giving back to the community, that has meant so much to our family, is something in which we strongly believe.” Lifetime Orange County residents Gerald and Marlene Jacobowitz and their family established The Meyer and Lillian Jacobowitz Memorial Fund in April 2010, the Ronald I. Jacobowitz Health/Educational Fund in December 2006, and The Jacobowitz Family Charitable Trust in December 2006.

Your planned gift to the Community Foundation of Orange and Sullivan will have meaning and impact for years to come. We honor those who have made a lasting commitment to our community by choosing to support the charitable goals of the Foundation through planned giving.

Those who remember the foundation through a will, trust, designation or other planned gift, are invited to join in the community foundation’s Greenleaf Legacy Society*, recognizing this special form of lasting philanthropy.

Involvement in the Greenleaf Legacy Society gives you the opportunity to enjoy the company of others who, like yourself, care about leaving a legacy to protect and strengthen this community. Members are recognized in community foundation publications and at events such as our Annual Reception and other exclusive events for legacy members.

You may always choose to remain anonymous in your philanthropy with the Community Foundation. However, participation in the Greenleaf Legacy Society can be an inspirational experience, and may encourage others to look toward the future and how they too may have an enduring impact on the causes they care about.

How does the Legacy Society work?

  • Establish – Donors can include a gift to the Community Foundation in their estate plans.
  • Notify – Donors notify the Community Foundation of their plans and automatically become members of the Legacy Society.
  • Join – Donors join the network of other Legacy Society members and receive special recognition.
Oscar B. Greenleaf

Oscar B. Greenleaf

*The Community Foundation of Orange and Sullivan was two years old when it received its first major donation – a planned gift from the estate of Oscar B. Greenleaf in 2002. Mr. Greenleaf was an ordinary person with extraordinary goals: to live life to the fullest, and to give so that others could learn. His goodwill lives on forever because of his gift to the Community Foundation. To honor that caring legacy, the Community Foundation created the Greenleaf Legacy Society which recognizes those donors who have included the Community Foundation in their estate plans or have created a life income gift to the Foundation. In good times and bad, these gifts will continue to benefit the community in perpetuity.

Community Foundation of Orange and Sullivan is not engaged in rendering legal, financial, or tax advice. Information in our publications and on our website is provided as a service to provide general information about charitable giving. Please consult your financial or legal advisor. 

Upcoming Events

Feb
22
Wed
2017
CFOS Executive Committee Meeting @ Walden Savings Bank Corporate HQ - 2nd Floor Board Room
Feb 22 @ 8:00 am – 9:00 am

This is a closed event for CFOS Staff and Executive Committee Members ONLY.

Mar
12
Sun
2017
St. Pat’s Ramble Grand Marshal Cocktail Reception @ Ward's Bridge Inn
Mar 12 @ 1:00 pm – 3:00 pm

The Village of Montgomery St. Pat’s Ramble Committee is proud to announce the selection of Pat Pskowski as the 2017 St. Pat’s Ramble Grand Marshal. Please join us in congratulating Pat. A cocktail reception will be held in her honor. 

Reservations required in advance. 

Hors d’oeuvres / Cash bar

To reserve your reception tickets, please contact the event organizer. 

Mar
17
Fri
2017
Hudson Valley Animal Shelter Grant Application Deadline
Mar 17 all-day

This is the deadline for applications to be submitted and accepted by the Community Foundation. For more information please contact the event contact. For the downloadable application please visit the website URL. 

Mar
18
Sat
2017
2017 Run for the Gold 5K @ Village of Montgomery
Mar 18 @ 10:00 am
Mar
23
Thu
2017
CFOS Full Board Meeting @ Orange County Chamber of Commerce Business Center - Larkin Conference Room
Mar 23 @ 4:00 pm – 5:00 pm

This is a closed event for CFOS Staff and Board Members ONLY.

Apr
4
Tue
2017
Fund Representative Workshop & Dinner @ Orange County Chamber of Commerce Business Center - Larkin Conference Room
Apr 4 @ 5:30 pm – 8:30 pm

This workshop is for:

  • Current Fund Representatives (and friends and families who help raise money for your fund)
  • Prospective Fund Representatives
  • Your Board Members
  • Your Volunteers

Please come for all or part of the session to learn about:

  • Investment Performance
  • How to cultivate legacy and other “non-traditional” gifts – now AND later
  • New ways to “grow” your fund, including donor-initiated fundraising events, fundraising trips, jewelry parties, and more
  • GiveGab online fundraising platform
  • Hudson Valley Gives 24-hour online giving event on May 17

RSVP by March 23 to admin@cfosny.org or call 845-769-9393 with names & contact information (phone & email)

Please RSVP so that we may plan for sufficient materials and food. 

We look forward to seeing you there!

Apr
5
Wed
2017
CFOS Distribution Committee Meeting @ CFOS Conference Room
Apr 5 @ 8:00 am – 9:00 am

This is a closed event for CFOS Staff and Distribution Committee Members ONLY.

CFOS Distribution Committee Meeting @ CFOS Conference Room
Apr 5 @ 8:00 am – 9:00 am

This is a closed event for CFOS Staff and Distribution Committee Members ONLY.

Apr
20
Thu
2017
CFOS Finance Committee Meeting @ CFOS Conference Room
Apr 20 @ 8:00 am – 9:00 am

This is a closed event for CFOS Staff and Finance Committee Members ONLY.

Apr
26
Wed
2017
CFOS Executive Committee Meeting @ Walden Savings Bank Corporate HQ - 2nd Floor Board Room
Apr 26 @ 8:00 am – 9:00 am

This is a closed event for CFOS Staff and Executive Committee Members ONLY.

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30 Scott’s Corners Drive, Suite 203
Montgomery, NY 12549
Ph: (845) 769-9393
Fax: (845) 769-9391
e-mail us

Text CFOSNY to 22828 to sign up forour mailing list - Message and data rates may apply
Text CFOSNY to 22828 to sign up for our mailing list - Message and data rates may apply

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