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

May
1
Mon
2017
6th Annual Michael Ryan Zodda Foundation Golf Event @ Blue Hill Golf Course
May 1 @ 12:00 pm

Our Signature Event Raising Funds For AVM Research

Lunch and Dinner

Silent Auction, Raffles and Short Program

May
9
Tue
2017
Professional Advisor Seminar @ Orange County Chamber of Commerce Business Center
May 9 @ 4:30 pm – 7:30 pm

The Community Foundation of Orange and Sullivan’s Professional Advisors Council will host an educational seminar and networking event for accountants, attorneys, financial advisors, and insurance representatives on May 9, 2017. The seminar will feature speakers from the NY State Attorney General’s Office and the NY State Office of Taxation & Finance. It will run from 4:30-7:30 p.m., in the Larkin Conference Room, 30 Scott’s Corners Drive, Montgomery, NY.

Pending approval, the seminar will offer two Continuing Legal Education or Continuing Professional Education credits for attorneys and accountants.

Sandra Giorno-Tocco, from the Attorney General’s office will talk about “The Role of the Attorney General in Detecting and Investigating Fraud, Embezzlement, and Diversion of Charitable Assets.” Afterwards, Mwisa Chisunka will provide an Inside Look at the NY State Tax Office, and provide a detailed discussion on estate taxes.

The event includes a buffet dinner. The cost is $35 for members of the New York State Society of Certified Public Accountants and $40 for non-members. Full and partial scholarships, based on need, are available.  To register online visit http://cfosny.org/event, or call Sarah at (845) 769-9393.


Member or Non-member
Credits being applied for:



This seminar is sponsored by Goldstein, Karlewicz & Goldstein LLP; Orange County Bank & Trust; Blustein, Shapiro, Rich & Barone Attorneys at Law; Judelson, Giordano & Siegel, CPA, PC; and The Misner Agency, Inc. co-Sponsors include the Mid-Hudson Chapter of the New York State Society of Certified Public Accountants, and the Women’s Bar Association of Orange & Sullivan Counties, a chapter of the Women’s Bar Association of the State of NY.

May
17
Wed
2017
Hudson Valley Gives @ Hudson Valley
May 17 all-day

Hudson Valley Gives is a day of giving fueled by the power of social media and collaboration. Hudson Valley Gives is an initiative of Community Foundation of Orange and Sullivan. Visit the event website for more details.

May
25
Thu
2017
CFOS Full Board Meeting and Annual Retreat @ TBD
May 25 @ 12:15 pm – 1:15 pm

This is a closed event for CFOS Staff and Board Members ONLY. This is our Annual Board Retreat and more details will follow.

May
29
Mon
2017
Memorial Day – Office Closed
May 29 all-day
Jun
3
Sat
2017
Marcello’s Miracle Foundation evening of FUN! @ The Birchwood
Jun 3 @ 6:00 pm

Tickets are $45 per person

-Buffet Dinner

-50/50 Raffles

-Silent Auction

-Tricky Tray

All proceeds go directly to Marcello’s Miracle Foundation
*Donations are tax deductible

Jun
15
Thu
2017
CFOS Finance Committee Meeting @ CFOS Conference Room
Jun 15 @ 8:00 am – 9:00 am

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

Jun
21
Wed
2017
CFOS Executive Committee Meeting @ Walden Savings Bank Corporate HQ - 2nd Floor Board Room
Jun 21 @ 8:00 am – 9:00 am

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

Jul
4
Tue
2017
Independence Day – Office Closed
Jul 4 all-day
Jul
12
Wed
2017
CFOS Distribution Committee Meeting @ CFOS Conference Room
Jul 12 @ 8:00 am – 9:00 am

This is a closed event for CFOS Staff and Distribution 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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