Connecting People Who Care with Causes that Matter

For Professional Advisors

Do My Clients Need The Community Foundation of Orange and Sullivan?

Is giving through a community foundation right for your clients?

Answer these seven questions to find out!

  1. Do I have clients who care deeply about their local community?
  2. Do they give to more than one charitable cause?
  3. Are they interested in creating a personal or family legacy in their community?
  4. Are they considering the creation of a private foundation, but concerned about cost and administrative complexity?
  5. Would they like to stay personally involved in the use of their gift dollars?
  6. Do they want to receive maximum tax benefit for their charitable contributions under federal law?
  7. Do they place a priority on sound financial management of their contributions?

If you answered yes to any of these questions, your clients would benefit from knowing more about The Community Foundation of Orange and Sullivan. Please call 845-769-9393 to get started today, or email us directly.

Talking with your Clients about Charitable Giving

Many advisors face a delicate dilemma.  They want to discuss charitable giving with their clients, but they need to avoid appearing to influence their clients to support a specific charity.  That’s where the Community Foundation is your partner in philanthropy.

The Community Foundation is a single, convenient vehicle for meeting a variety of your client’s charitable interests. We work through you. You stay in control of your client relationships.

We partner with you. We provide support, information, sample fund agreements, bequest language, and expertise on charitable giving and grantmaking.

We help you build stronger relationships with your clients.  Your clients will appreciate the charitable impact and tax advantages you help them achieve.

We can help you as a professional advisor by providing:

  • Personalized gift planning illustrations for your clients ranging from charitable remainder trusts, charitable lead trusts, wealth replacement options and insurance trust illustrations.
  • Confidential gift planning – your client can create an anonymous charitable fund if they wish.
  • Legal review of fund documents – the Community Foundation’s legal council will provide assistance with documents.

We offer flexibility for your clients:  Whatever your client’s charitable wish – to support education, to aid the homeless and every imaginable charitable purpose in between, we can be a valuable resource.  Your clients can select one or a combination of many types of funds in order to fulfill their charitable dreams, while achieving maximum tax benefits.

We will ensure that if a change of circumstances makes compliance with the terms of the gift instrument “unnecessary, undesirable, impractical or impossible,” we will carry on your client’s charitable wishes in perpetuity.
Please use the links to the right to learn more about our planned giving arrangements and educational resources available as you help your clients achieve their charitable ambitions.

Contact Elizabeth Rowley, President and CEO, to access without charge, the gift planning experience of the Community Foundation.

Upcoming Events

Jul
3
Mon
2017
Office Closed
Jul 3 all-day
Jul
4
Tue
2017
Independence Day – Office Closed
Jul 4 all-day
Jul
9
Sun
2017
The Matthew R. Bertholf Scholarship Fund Horseshoe Tournament @ Neversink Firemen's Pavilion
Jul 9 @ 8:30 am – 3:00 pm

Registration begins at 8:30 AM

The tournament will be followed by a BBQ lunch.

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.

Jul
17
Mon
2017
Sullivan County Scholarship Reception @ The Arnold House
Jul 17 @ 5:00 pm – 6:30 pm

New this year!

By invitation only.

In honor of the 2017 scholarship recipients, their families and all donors who made these scholarships possible, we welcome you to attend one or both of this year’s receptions. 

Light refreshments will be served.

RSVP by Monday, July 10

Jul
27
Thu
2017
CFOS Full Board Meeting @ Orange County Chamber of Commerce Business Center - Larkin Conference Room
Jul 27 @ 3:30 pm – 4:30 pm

This is a closed event for CFOS Staff and Board Members ONLY. The 2017 Scholarship Reception will immediately follow this meeting at 5:00PM.

2017 Scholarship Reception @ Village of Montgomery Senior Center
Jul 27 @ 5:00 pm – 6:00 pm

This event is by invite ONLY. For more information please contact the Event Organizer listed.

Aug
5
Sat
2017
The 4th Annual Copper Bowl @ The Country Club at Otterkill
Aug 5 all-day
Aug
11
Fri
2017
CD Trips: Yankee vs. Red Sox
Aug 11 all-day
Aug
12
Sat
2017
3rd Annual Yankees Baseball Benefit Trip for the Robert Van Etten, Jr. Fund
Aug 12 @ 11:30 am – 10:30 pm

Red Sox vs Yankees
August 12, 2017, Saturday 4:05 PM
Yankee Stadium, Bronx, New York
Itinerary*
11:30 am Depart Liberty Darbee Lane Parking Lot
Pickups in Monticello, Rock Hill, Wurtsboro, Circleville & Monroe
2:00 pm Arrive at Yankee Stadium
4:05 pm PLAY BALL – Red Sox vs Yankees
*7:30 pm Depart Yankee Stadium
10:30 pm Return to Liberty
*Itinerary subject to change depending on when game ends and traffic volume
All packages include: R/T Motor Coach, ticket to game, CD Trips
snack pack, CD Trips onboard guide, feature movie, games &
giveaways, bus driver gratuity and lots of fun. Optional Last Licks
Boxed Lunch (Add $12).
RESERVE NOW!
www.cdtrips.com

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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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