Connecting People Who Care with Causes that Matter

Planned Giving Options

Why Community Foundation of Orange and Sullivan?

There are many not-for-profit organizations and programs worthy of your consideration. The Community Foundation of Orange and Sullivan represents the ultimate form of philanthropy. Your gift to the Community Foundation benefits our entire community and ensures a stronger future for Orange and Sullivan counties.

 

Please explore some of these options below:

 

Bequests
Maintain full control of your resources during your lifetime and reduce your taxable estate by remembering Community Foundation of Orange and Sullivan in your will or living trust.
Click here to learn more…

 

Gifts of Life Insurance
Earn an immediate income tax deduction and a possible premium deduction by designating Community Foundation of Orange and Sullivan as the beneficiary of a life insurance policy.
Click here to learn more…

 

Gifts of Retirement Plans
By naming Community Foundation of Orange and Sullivan as the beneficiary of your retirement account, such as a 403(b) or traditional IRA, you can avoid passing on heavy income and estate taxes to your heirs.

 

Gifts of Real Estate
Transfer the burden of managing a property and the expense of taxes by giving a gift of real estate to Community Foundation of Orange and Sullivan.
Click here to learn more…

 

Charitable Remainder Trust
Provide a lifetime income to you and/or a loved one and earn a current income tax deduction with a gift of cash or property to Community Foundation of Orange and Sullivan.
Click here to learn more…

 

Charitable Lead Trust 
Build a charitable fund with the Community Foundation of Orange and Sullivan during your lifetime and designate anyone you choose as the final beneficiary of your trust upon your passing.
Click here to learn more…

 

 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.

cflogo-final-small

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

Amazon Smile

Please follow & like us!