Portable Tools for Advisors
5 Reasons Professional Advisors (And Their Clients) Like Us
- 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.
- 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.
- 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.
- We’re a stable and trusted partner. Community Foundations are here for good, forever.
- 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
- Bequest by Will
- Charitable Gift Annuity
- Charitable Instruments Overview
- Charitable Lead Trust
- Charitable Remainder Trust
- Gift of Life Insurance
- Gift of Real Estate
- Gifts of Appreciated Stock
- 20K in Grants Will Mark Community Foundation’s 20th Anniversary Celebration & Annual Reception
- Community Foundation Offers Over $400,000 in Scholarships to Area Students – Applications Are Now Online
- Hudson Valley Animal Shelter Fund Announces up to $13,000 in Grants Available in 2019
- Year End Giving – a note from CFOS President Elizabeth Rowley
- Community Foundation of Orange and Sullivan’s Make a Difference Fund Announces Recipients for 2018
- Museum Village Establishes Endowment Fund
- Community Foundation of Orange and Sullivan Announce Hudson Valley Animal Shelter Fund Grant Recipients
- Golf Outing Planned to Benefit Veterans with PTSD
- Forever Foundation Established within Community Foundation of Orange and Sullivan
- Pets Alive Establishes Endowment Fund within Community Foundation of Orange and Sullivan