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

Aug
17
Thu
2017
CFOS Finance Committee Meeting @ CFOS Conference Room
Aug 17 @ 8:00 am – 9:00 am

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

Aug
21
Mon
2017
The 19th Annual Willie Carter Tuskegee Airmen Memorial Golf Classic @ West Hills Country Club
Aug 21 @ 9:00 am – 6:00 pm

For more information on this event, please click here.

Aug
23
Wed
2017
CFOS Executive Committee Meeting @ Walden Savings Bank Corporate HQ - 2nd Floor Board Room
Aug 23 @ 8:00 am – 9:00 am

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

Sep
4
Mon
2017
Labor Day – Office Closed
Sep 4 all-day
Sep
16
Sat
2017
Aviation Scholarship Reception: Marius Ivascu Aviation Foundation @ Old Rhinebeck Aerodrome
Sep 16 @ 4:30 pm – 7:00 pm

Join us for the 1st ever Marius Ivascu Aviation Scholarship Reception!

Nearly 3 years ago this fund was created to honor the legacy of Marius Ivascu. Help us continue to pay it forward by attending our reception on September 16th, 2017 at the Old Rhinebeck Aerodrome. 

As we continue to award scholarships we need your support!

We’ll be providing small bites and cocktails after the Old Rhinebeck’s Airshow. Learn how you can support local aviation and keep his memory alive!

Date/Time: September 16th, 2017
4:30pm – 7pm

Where: The Old Rhinebeck Aerodrome
9 Norton Rd, Red Hook, NY 12571

Cost: $40 in advance and $45 at the door

If you are unable to attend, please consider supporting the
Marius Ivascu Aviation Scholarship Foundation

Sep
28
Thu
2017
CFOS Full Board Meeting @ Orange County Chamber of Commerce Business Center- Larkin Conference Room
Sep 28 @ 4:00 pm – 5:00 pm

This is a closed event for CFOS Staff and Board Members ONLY.

Oct
4
Wed
2017
CFOS Distribution Committee Meeting @ CFOS Conference Room
Oct 4 @ 8:00 am – 9:00 am

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

Oct
9
Mon
2017
Columbus Day – Office Closed
Oct 9 all-day
Oct
19
Thu
2017
CFOS Finance Committee Meeting @ CFOS Conference Room
Oct 19 @ 8:00 am – 9:00 am

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

Oct
25
Wed
2017
CFOS Executive Committee Meeting @ Walden Savings Bank Corporate HQ - 2nd Floor Board Room
Oct 25 @ 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 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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