30 Scott’s Corners Drive, Suite 203 Montgomery, NY 12549
Ph: (845) 769-9393
Fax: (845) 769-9391
What Is The Community Foundation of Orange and Sullivan?
It’s really quite simple: We facilitate and manage ENDOWMENT FUNDS that grow and benefit our community…forever. The Community Foundation of Orange and Sullivan is a public charity unlike any other in our area. It was created by and for the people of Orange County and serves the county and beyond. We exist not to support a single organization, but to address the broadest range of charitable issues by building an endowment that serves as a perpetual source of community capital.
We connect people who care with causes that matter and we serve people of all means. To donors, CFOS represents an effective and innovative giving vehicle, one that combines maximum tax savings with maximum flexibility and the opportunity to make a difference right here at home in and around Orange County… and beyond. To other charitable organizations, CFOS represents the source of grants whose sole purpose is to improve the quality of life in our region. Perhaps most important of all, CFOS is the link between donors and other charitable organizations, and between donors and those students who receive grants from scholarship funds which are established through the Foundation.
CFOS currently manages more than 200 permanent charitable funds for individuals, families, businesses, and organizations that turn to us to help fulfill their charitable dreams. And this number of funds continues to grow as more people like you feel compelled to step forward as generous participants in the vision of a stronger community.
2-Credit Professional Education Seminar
Celebrity Estate Plans Gone Wrong: What Modern Families Need to Know
Wednesday, May 20, 2015
Orange County Chamber of Commerce Business Center
30 Scott’s Corners Drive Montgomery, NY 12549
For: accountants, attorneys, financial planners, trust officers, wealth management advisors and nonprofit executives!
This 2-credit seminar will offer strategies, solutions and best practices for the most basic to the most complicated estate plan. Overlooking estate planning basics can leave heirs facing years of court battles over taxes and who gets what. Presenters will utilize celebrity case studies to examine legal, accounting and insurance issues that could have been implemented to avoid unnecessary taxes, probate courts, end-of-life costs and other problems relating to inheritance.
4:30 p.m. – Registration and Buffet Dinner
5:30 p.m. – 7:30 p.m. – Seminar
Buffet dinner generously sponsored by Planet Wings and Villa Venezia
RSVP by May 8, 2015
|Type of Credits You Are Registering For:|
or make checks payable to: Community Foundation of Orange and Sullivan
30 Scott’s Corners Drive, Suite 203
Montgomery, NY 12549
Thank you to our Sponsors!
More information TBD
- Peter H. Cahalan Scholarship Fund Established
- Community Foundation of Orange and Sullivan Receives National Recognition
- A Tip for Tax Season
- 200th Fund Established at the Community Foundation of Orange and Sullivan
- Scholarship Spotlight: Edward R. and J. Roscoe Crist Scholarship
- Try investing with the Community Foundation