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!
- Do I have clients who care deeply about their local community?
- Do they give to more than one charitable cause?
- Are they interested in creating a personal or family legacy in their community?
- Are they considering the creation of a private foundation, but concerned about cost and administrative complexity?
- Would they like to stay personally involved in the use of their gift dollars?
- Do they want to receive maximum tax benefit for their charitable contributions under federal law?
- 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.
This is a closed event for CFOS Staff and Finance Committee Members ONLY.
This is a closed event for CFOS Staff and Executive Committee Members ONLY.
Join the Community Foundation of Orange and Sullivan for a FREE SEMINAR with speakers Susan Diamond, MSW Agent, New York Life Insurance Company, Bonnie Orr, CPA, Judelson, Giordano & Siegel, CPA, P.C. and Richard Shapiro, Esq., Blustein, Shapiro, Rich & Barone, LLP to bring together donors and prospects and educate them on how to be a philanthropist, to foster learning, inspiration and wonder, and help build the capacity for engaged philanthropy – so that they can achieve their philanthropic ambitions for themselves, their families and their communities.
In this seminar we will cover:
- wealth transfer
- heir preparedness and philanthropic planning
- philanthropic tax strategies,
- differences among charitable vehicles
- how to activate a strategic giving plan
- look at charity as a way to transfer wealth, Benefits of donating long-term appreciated assets or complex assets
- help identify and meet their long term goals, how to articulate charitable goals and implement effective gifts.
Light refreshments will be served.
To reserve your spot at this seminar, please email Sarah Pruschki at firstname.lastname@example.org
The 1st Annual Give Back to the Youth Trunk or Treat will be held at
New Wonders Learning Center, 201 Dolson Ave, Middletown, NY
on October 28th
from 12pm – 2pm
Vendor set up starts at 10:30 am
All vendors must sign and return form along with payment of $25.00 back to New Wonders Learning Center,
by Friday October 20th.
All checks can be made payable to: New Wonders Learning Center, Inc.
YOU MUST PROVIDE YOUR OWN TABLE AND SET UP MATERIALS.
YOU WILL BE RESPONSIBLE TO DISPOSE OF YOUR OWN TRASH.
Contact Valarie Petersen with any questions: 845-648-5527 or email@example.com
This event will support the Friends of Orange County Youth Bureau charitable fund for services and special projects not currently in the Youth Bureau’s operating budget. Learn more at https://cfosny.org.
The St. Pat’s Ramble invites you to join us at our 1st Annual Boos & Booze HALLOWEEN BASH!
*21 and Older Please-ID is required for entry*
$25.00 Per person
Includes: Buffet Stations, Hors d’oeuvres & Desserts!
*Signature Drink specials featured by ANGRY ORCHARD!
*DJ E-Rock spinning the tunes!
*Costume Contest: including prizes for…
Best Overall, Best Couple, Funniest, Scariest, and more!
PROCEEDS TO SUPPORT THE ST. PAT’S RAMBLE!
Tickets are available for purchase online, or at Copperfield’s Pub (Cash Only)
Maria Ingrassia, Emily Green & Andrea Nilon
Ann Marie Maglione
Director, Orange County New York Office for the Aging
Fried Green Salad
Entree (choose one)
A~Waldorf Turkey Sandwich – B~Cranberry Chicken Wrap – C~Big Island Sandwich made with Ham
*indicate choice of entree using letter on RSVP
Dessert – Key Lime or Peanut Butter Mousse
Coffee/Tea and soft drinks included & Cash Bar
RSVP: October 23rd (Please do not call The Table to make a reservation.)
Make checks payable to: Women’s University Club of Middletown
Mail payment, guest names and entree choice letters to:
59 Eisenhower Drive
Middletown, NY 10940
This is a closed event for CFOS Staff and Board Members ONLY. This event will be immediately followed by the 2017 Annual Reception.
Please join us as we honor two outstanding couples, Tom & Janet Sullivan and Anthony & Nancy Kane, for their commitment to community. Both couples are respected business and civic leaders, with dedication beyond compare.
Individually, they are committed to multiple charities and causes; collectively, they are committed to Hospice of Orange & Sullivan Counties. Our 2017 honorees are volunteers, philanthropists, and friends who have impacted the lives of many!
Come celebrate their successes as we present them with the David T. Cocks Award for Commitment to Community. This prestigious award is given to individuals or organizations that have made significant contributions to enrich the lives of others. Named in honor of David T. Cocks, who served the Community Foundation with distinction as Vice President of Finance from 2002-2011, this award is given annually in recognition of outstanding community service and leadership.
- Anthony & Nancy Kane and Tom & Janet Sullivan to be Honored by Community Foundation Awards to be Bestowed During November 15 Annual Reception
- Memorial Fund for Late Minisink Valley Counselor Established Within Community Foundation
- Ambitious Student Becomes Community Foundation’s Youngest Fund Representative to Date
- Community Foundation Awards Over $400,000 in Scholarships to Students in Orange and Sullivan Counties
- Safe Harbors of the Hudson Establishes Endowment Fund Within the Community Foundation
- Community Foundation of Orange and Sullivan Announce Hudson Valley Animal Shelter Fund Grant Recipients
- Financial Assistance Available for Teens in Need
- Over a Hundred Local Nonprofits Registered for “Hudson Valley Gives” Second Annual Regional Day of Online Giving Scheduled for May 17
- Ambitious Students Become Community Foundation’s Youngest Fund Representatives to Date
- Community Foundation Awards Board Member William J. Bratton, Jr. with Karen Minogue Award