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30 Scott’s Corners Drive, Suite 202
Montgomery, NY 12549
Ph: (845) 769-9393
Fax: (845) 769-9391
e-mail:
Admin@CFOC-ny.org

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Professional Advisors:

We are your partner in philanthropy.

"How can I recommend a charity without
recommending a
charity?"

It's a delicate dilemma. Estate planners, financial planners and other professional advisors are often faced with a delicate dilemma: You want to discuss the many benefits of charitable giving with your clients, but you want to avoid recommending specific charitable causes or organizations.

Fortunately, there's a simple solution. It's CFOS, your local community foundation. CFOS is a single, trusted vehicle your clients can use to address the issues they care most about, while gaining maximum tax benefit under state and federal law. We offer a variety of giving options - including the ability to set up a charitable fund in your client's name. It's just one way we can help you help your clients achieve their charitable goals.

Read more:

Survey Reveals A Growing Desire Among the Affluent to Give Back

Philanthropic Strategies with Concentrated Portfolios

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All material © 2006 The Community Foundation of Orange and Sullivan unless otherwise indicated.