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

May
3
Fri
2019
Kentucky Derby Cocktail Fundraiser – hosted by Illuminate Goshen @ Limoncello at the Orange Inn
May 3 @ 8:00 pm – 10:00 pm

Join us for our first ever Kentucky Derby fundraiser! Featuring passed hors d’oeuvres, drink specials, auction items and a derby hat contest! 

Tickets are $30.00 in advance and $35.00 at the door.

Jun
7
Fri
2019
June Art Walk – Hosted by Illuminate Goshen @ Webster Park
Jun 7 @ 6:00 pm – 9:00 pm

Presenting premiere artists from the area showcasing their work, that is available for sale, along with music, food, crafts and more! 

Jun
16
Sun
2019
Trotter Unveiling – Hosted by Illuminate Goshen @ Goshen Harness Racing Museum
Jun 16 @ 11:00 am – 1:00 pm

Join us for the return of the esteemed trotters’ first peek before they are dispersed throughout the village for the summer! 

Jun
24
Mon
2019
2nd Annual Dustin James Memorial Golf Outing @ West Hills Country Club
Jun 24 @ 11:00 am

2nd Annual Dustin James Memorial Golf Outing

Registration & Lunch – 11:00 AM
Shotgun Start: 12:00 PM
Cocktail Hour: 5:30 PM
Awards Dinner: 6:30 PM

For full event details and to register click here. 

Interested in becoming a sponsor? Click here for package details.

Jul
8
Mon
2019
2nd Annual Christine Thomas Memorial Foundation Golf Tournament @ West Hills Country Club
Jul 8 @ 11:00 am

Use the button below to pay for reserved golf tickets:


Ticket Level
Golfer name(s)


 

Use the button below to purchase Dinner Tickets:


Ticket Level
Guest name(s)


 

Use the button below to become a sponsor:

Sponsorship Levels



 

To pay via check, please click here to fill out a form and make checks payable to
“CFOS – Christine Thomas Memorial Foundation.”
Jul
11
Thu
2019
Summer Concert Series – Hosted by Illuminate Goshen @ Church Park
Jul 11 @ 6:30 pm – Aug 28 @ 8:30 pm

Join us for a concert on the green every Wednesday evening from 6:30 – 8:30. Bring a lawn chair and enjoy the beauty of the village. 

Aug
2
Fri
2019
August Art Walk – Hosted by Illuminate Goshen @ Webster Park
Aug 2 @ 6:00 pm – 9:00 pm

Area creatives join together to exhibit their works for sale in open air. This is a fun filled evening featuring music, dancing and activities! 

Aug
5
Mon
2019
We Have Your 6 Golf Outing @ West Point Golf Course
Aug 5 @ 8:30 am

Sep
20
Fri
2019
Trotter Auction – Hosted by Illuminate Goshen @ Limoncello at the Orange Inn
Sep 20 @ 6:00 pm – 8:00 pm

Come bid on your favorite horses to benefit both our local artists and our local programs. 

Sep
28
Sat
2019
Fall Ball – Hosted by Illuminate Goshen @ Stagecoach Inn
Sep 28 @ 7:00 pm – 11:00 pm

Join us for our cocktail party fundraiser in the newly renovated space at the Stagecoach Inn. The restaurant will be closed to the public during this event to allow for dancing, drinks and hors d’oeuvres. 

Early bird ticket pricing:
$110 Single Ticket
$200 Couple

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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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