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

Jul
27
Thu
2017
CFOS Full Board Meeting @ Orange County Chamber of Commerce Business Center - Larkin Conference Room
Jul 27 @ 3:30 pm – 4:30 pm

This is a closed event for CFOS Staff and Board Members ONLY. The 2017 Scholarship Reception will immediately follow this meeting at 5:00PM.

2017 Scholarship Reception @ Village of Montgomery Senior Center
Jul 27 @ 5:00 pm – 6:00 pm

This event is by invite ONLY. For more information please contact the Event Organizer listed.

Aug
5
Sat
2017
The 4th Annual Copper Bowl @ The Country Club at Otterkill
Aug 5 all-day
Aug
11
Fri
2017
CD Trips: Yankee vs. Red Sox
Aug 11 all-day
Aug
12
Sat
2017
3rd Annual Yankees Baseball Benefit Trip for the Robert Van Etten, Jr. Fund
Aug 12 @ 11:30 am – 10:30 pm

Red Sox vs Yankees
August 12, 2017, Saturday 4:05 PM
Yankee Stadium, Bronx, New York
Itinerary*
11:30 am Depart Liberty Darbee Lane Parking Lot
Pickups in Monticello, Rock Hill, Wurtsboro, Circleville & Monroe
2:00 pm Arrive at Yankee Stadium
4:05 pm PLAY BALL – Red Sox vs Yankees
*7:30 pm Depart Yankee Stadium
10:30 pm Return to Liberty
*Itinerary subject to change depending on when game ends and traffic volume
All packages include: R/T Motor Coach, ticket to game, CD Trips
snack pack, CD Trips onboard guide, feature movie, games &
giveaways, bus driver gratuity and lots of fun. Optional Last Licks
Boxed Lunch (Add $12).
RESERVE NOW!
www.cdtrips.com

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
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.

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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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