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

Sep
22
Sat
2018
Friends of the Orange County Youth Bureau – Trip to NY Botanical Gardens & the Bronx Zoo
Sep 22 all-day

Packages Start at $90.00. 

Proceeds benefit the Child Care Council of Orange County and Friends of the Orange County Youth Bureau.

Visit event website for full details.

Sep
24
Mon
2018
We Have Your 6 – Golf Fundraiser to Help Veterans with PTSD @ Wiltwyck Country Club
Sep 24 @ 8:30 am


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Oct
25
Thu
2018
Professional Advisors Seminar: What Every Advisor MUST Know: How to Help Your Clients Protect Their Assets @ William J. Larkin Conference Room
Oct 25 @ 4:30 pm – 7:30 pm

Speakers: Marc Selden, J.D., LL.M., national recognized lecturer, Member: Cozen O’Connor, New York City, and Richard J. Shapiro, J.D., CELA.

This 2-credit charitable giving seminar, presented by the Community Foundation’s Professional Advisors Council, will teach  you everything you need to know about asset protection planning and how you can help your clients preserve and protect their assets.

Registration & Networking: 4:30 – 5:30 PM
Buffet Dinner & Seminar: 5:30 – 7:30 PM

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

RSVP by October 19


Member or Non-member
Credits being applied for:



Limited seating. Reserve now.

*Credits are pending. This program is transitional and appropriate for experienced and newly admitted attorneys. The Women’s Bar Association of the State of New York has been certified by the New York State Continuing Education Board as an accredited provider of continuing legal education in the State of New York. Full and partial scholarships based on need are available. All requests are confidential.  

Nov
14
Wed
2018
Annual Reception @ Anthony's Pier 9
Nov 14 @ 5:30 pm – 8:30 pm

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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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