Professional Advisor Partnerships:
By partnering with the Community Foundation of Orange and Sullivan, professional advisors of many kinds—estate planners, attorneys, accountants, and others—can help their clients fulfill their financial and charitable goals.
Here are just a few of the ways CFOS does this:
- We work as your partner. You stay in control of your client relationships—we’re here to help you provide a full range of services to your clients.
- We are experts on charitable giving. Whether it’s setting up an alternative to a private foundation or putting together a complicated estate plan, we can tailor giving plans to meet your clients’ particular needs.
- We are experts about our community, so we can help your clients be as effective as possible in their giving.
- We help you connect across generations. When you help families establish an advised fund with us, you and they can stay involved for generations.
- We help your clients donate a variety of assets, including cash, appreciated securities, and real estate. These can be assets they give now or later, as part of their estate plans.
- You can help make a difference in the lives of your clients. By partnering with us, you may be able to help your clients increase their current income, increase their heirs’ inheritance, leave a legacy in the community, and teach their children about philanthropy.
As a public charity, we offer maximum federal and state tax benefits. And starting a fund at a community foundation is significantly less expensive—and easier—than starting a private foundation. |
Read more:
Ten Ways Your Clients Can Continue to be Charitable in Challenging Economic Times
CFOS Professional Advisors Council
Investment Strategies and Performance
Fees at CFOS
Ways to Give Now
Comparing Philanthropic Options
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