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

Apr
27
Fri
2018
Newburgh Urban Farm and Food Initiative: Reception & Opening Exhibit @ 2 Alices Coffee Lounge
Apr 27 @ 6:00 pm – 8:00 pm

Reception and Opening Exhibit: Photographs of Newburgh Urban Gardens, by Nancy Layne, and Opening Sale of Newburgh Urban Gardens Calendar. 

To purchase calendars click on the tickets link. 

Pre-ordered calendars will be available for pick up at this event. 

Apr
28
Sat
2018
Stewart Airport 5K on the Runway! @ Stewart International Airport
Apr 28 @ 9:00 am – 12:00 pm

John us on the RUNWAY at Stewart!

5K fun run at Stewart Airport on the Runway to support the Hudson Valley Cancer Resource Center! This is our 3rd annual 5K fun run, Saturday, April 28th at Stewart Airport! Register for the 5K on the Runway by April 7th before prices go up!! 

Use code 5KRWY for $5 off pre-registration!!

Have you run with us before? Use code RE5K18

Come run or walk with us at Stewart Airport! We’ll have food, music, gifts and auction items!

Third Annual Newburgh Urban Farming Fair
Apr 28 @ 12:00 pm – 4:00 pm

Games, gardening, food and soil testing (bring your soil!) — all FREE fun for the whole family.

Grow food. Grow change.

Pre-ordered calendars will be available for pick up at this event. 

 

May
7
Mon
2018
MRZ Foundation 7th Annual Golf Outing @ New York Country Club
May 7 @ 7:30 am

Join us for a Day of Golf, Fun & Food

We are pleased to invite you to support our 7th Annual Golf Outing. Your contributions will directly support Arteriovenous Malformation (AVM) Research.

The funds we raise are awarded to The University of California, San Francisco (UCSF), to continue our efforts in supporting research of vascular malformations of the brain and blood clotting disorders. We ask you to join our cause, support our foundation as a sponsor or golfer, and have a wonderful day celebrating the memory of Michael, the  namesake of our foundation who passed away from a blood clotting disorder.

Thank you for your support!

The register online click here.

 

May
12
Sat
2018
Nora Cronin Presentation Academy – Latin Dance Party Concert/Celebration @ Ritz Theater
May 12 @ 6:30 pm – 11:00 pm

On Saturday, May 12, 2018, NCPA will present a new Major Spring Fundraising Event, a Latin Dance Party Concert/Celebration featuring Tito Puente Jr. and his Ensemble, at the Ritz Theatre in Newburgh, NY. NCPA Board member Linda Magnusson Rosario and her husband Steve, have graciously agreed to underwrite this event, but we need your help to not only ensure a sold-out concert, but help pave the way to make this opportunity an annual spring fundraising event. 

How can you help? It’s simple- please mark your calendar, and help publicize the event, become a NCPA Latin Dance Party Ambassador by reaching out to your personal and business contacts to become sponsors of the vent, to buy tickets and/or place an ad in the vent program. 

We are also organizing a committee to assist with the event logistics, and if you’d like to be part of this committee, please contact me at DAassociatespr@gmail.com. 

Show your support today! We appreciate your assistance in making this Annual Spring Event a cornerstone of our NCPA fundraising efforts. 

Event details are posted on our website: www.noracroninpresentationacademy.org

May
23
Wed
2018
Professional Advisors Seminar @ Orange County Chamber of Commerce Business Center
May 23 @ 5:30 pm – 7:30 pm

Professional Advisors Seminar

2 credit* seminar and networking event on Tax Reform and the Job Act of 2017.

Speaker: John Rosenberger, CPA, CGMA, Tax Partner, Goldstein, Karlewicz and Goldstein

Fees: $35 Members of NYSSCPA; $40 non-members

LIMITED SEATING. RESERVE NOW.

CREDITS: Attorneys – 2 CLE credits*; CPAs = 2CPE Credits*

**Credits are pending. This program is transitional and appropriate for experienced and newly admitted attorneys. The Women’s Bar Association of the State of NY is certified by the NY State Continuing Education Board as an accredited provider of continuing legal education in the State of NY. Full & partial scholarships, based on need, are available. For guidelines & information, call Maureen Crush at 845-897-3400.


Member or Non-member
Credits being applied for:



 

May
30
Wed
2018
Terwilliger Family Legacy Fund for Charitable Endeavors ~ An Evening with Deborah @ Robibero Winery
May 30 @ 6:00 pm – 9:30 pm

Connections & Conversations with The Other Side: An Evening with Psychic/Medium Deborah Hanlon

$45.00 per person includes light hors d’oeuvres. Cash bar.

Optional wine tasting from 6-7 pm, for an additional $12 per person, payable at the door.

Have you ever met Deborah? If you haven’t you are going to really WANT TO! Imagine a regular mom of three boys with a wild and intriguing ability to connect YOU with your loved ones who have crossed over!! Sit in amazement at her ability to be specific, make you laugh until you cry, and cry until you LAUGH. This is ONE event that cannot be repeated. We can assure you – There is NO OTHER Medium like Deborah Hanlon! Not everyone is guaranteed to receive a message but Deborah does her best to keep you entertained, informed and intrigued.

For more information about Deborah please click here.


Ticket Level
Names of attendees



 

Jun
11
Mon
2018
1st Annual Dustin James Fallen Police Officer Memorial Fund Golf Tournament @ West Hills Country Club
Jun 11 @ 11:00 pm – 11:15 pm

To purchase tickets or sponsorships via credit card click here. 

To purchase tickets or sponsorships via cash or check please email dustinjamesmemorial@gmail.com

$150.00 per golfer – includes greens fees, cart, range balls, lockers, lunch cocktail hour, dinner, 2 hour open bar and welcome bag
$65.00 cocktail hour/dinner ticket – includes 2 hour open bar and dinner

Click here to view a full list of sponsor opportunities.

Jun
23
Sat
2018
We Have Your 6 2nd Annual Pledge Run @ Rider Trendz
Jun 23 @ 9:00 am – 5:00 pm

Jul
9
Mon
2018
1st Annual Christine Thomas Memorial Foundation Golf Tournament @ West Hills Country Club
Jul 9 @ 11:00 am

Monday, July 9, 2018
Registration and Lunch to start at 11:00 AM
Shotgun Scramble Start at 12:00 PM
Cocktail Style Dining and Award Reception at 5:00 PM

Become a Sponsor:

Click here to view sponsor levels and download a donation form.


Sponsorship Levels



Purchase Golf Tickets:


Ticket Level
Golfer name(s)



Purchase Dinner Tickets:


Ticket Level
Guest name(s)


cflogo-final-small

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

Amazon Smile