Connecting People Who Care with Causes that Matter

Portable Tools for Advisors

5 Reasons Professional Advisors (And Their Clients) Like Us

  1. It’s all about you. Like your professional advisor, we want the best for you, period. We don’t represent a particular cause or chairty; we encourage philanthropy in our region and beyond for the causes you care about.
  2. We specialize in philanthropy. The laws – and opportunities – of charitable giving change daily. We are specialists your professional advisor can call on at any time for advice.
  3. We’re a great deal. You never pay a start-up fee. Our low management costs are assessed on charitable funds only after they are established and you have received your full charitable deduction.
  4. We’re a stable and trusted partner. Community Foundations are here for good, forever.
  5. We provide continuing oversight. Your charitable gift should have the same due diligence as any other investment you make. Your gift is placed into an endowment that is invested over time and the earnings are used to make grants to match your charitable interests.

Just for Advisors

Charitable Instruments

Charitable Funds

Upcoming Events

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

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

Use the button below to purchase 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.”
1st Annual Brian Strommer II Fund Memorial Golf Outing @ Otterkill Golf Club
Jul 16 @ 10:30 am – 10:00 pm
We Have Your 6 – Golf Fundraiser to Help Veterans with PTSD @ Wiltwyck Country Club
Sep 24 @ 8:30 am


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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