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

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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