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

Dec
20
Wed
2017
CFOS Executive Committee Meeting @ Walden Savings Bank Corporate HQ - 2nd Floor Board Room
Dec 20 @ 8:00 am – 9:00 am

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

Dec
24
Sun
2017
Christmas Eve – Office Closed
Dec 24 all-day
Dec
25
Mon
2017
Christmas Day – Office Closed
Dec 25 all-day
Dec
31
Sun
2017
3rd Annual NYE Ball Drop to benefit Illuminate Goshen @ The Village Green & South Church Street between Main Street and Park Place
Dec 31 2017 @ 7:00 pm – Jan 1 2018 @ 12:00 am

Illuminate Goshen’s 3rd Annual NYE Ball Drop 

On The Village Green & South Church Street between Main Street and Park Place

Food, Sweets and Refreshment Vendors on site! 

 

Family Fun Activities 7pm – 9pm 

Face Painting, Balloon Animals, Magic Show, Princess Belle and more! 

Early to Bed Ball Drop @ 9:00pm

 

9pm – Midnight 

Live Music from The Hype

Cornhole Tournament, Selfie Station and more! 

Ball Drop @ Midnight 

 

Sponsorship Levels:

$100 Heater

$250 Photo Booth

$500 NYE Novelties

$750 Entertainment

$1000 Sulky

$2500 Tent 

 

Sponsorship’s include company logo at event, mention on social media and verbal recognition at event. 

 

For more information contact: illuminategoshen@gmail.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 for our 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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