As your client’s trusted financial advisor, you have the responsibility to assist your clients in achieving their overall financial and personal goals and objectives as effectively as possible. And, because our tax system offers special benefits to those who give to charitable causes, you also have a unique opportunity to help your clients achieve these goals, through charitable giving. By integrating the unique benefits of philanthropy with overall financial and estate planning, you can ensure that your clients are receiving the full benefits of their contributions while supporting the charitable causes of their choice.
For over 15 years, HCF has worked closely with wealth, tax and legal advisors. Uniquely, with Hudson Community Foundation, you can remain their trusted advisor and manage the charitable investments of your clients, regardless of the account size. And grants can be made to any tax-exempt public charity anywhere in the country.
The greatest opportunities to assist your clients in maximizing the personal benefits of charitable giving, occur at the times that your clients are making other major business, personal, and financial decisions. Some of the circumstances in which carefully planned gifts can result in significant, direct advantages to your clients or their heirs are:
- when your client is involved in planning his or her estate, or writing or revising a will
- when your client is contemplating the sale of a business or other major asset
- when your client is planning retirement
- when your client has received a financial windfall on the death of a loved one
Hudson Community Foundation enables simple, smart and meaningful family philanthropy. Although HCF is itself a public charity, it does not promote any one charitable cause. Rather, HCF is committed to expanding the capacity of family philanthropy - no matter where your client lives. Because of this unique mission, HCF can assist your clients to achieve their goals in ways not available through other organizations or strategies. We are available as a resource to you and your clients. And you stay involved in the management of these meaningful assets.
Contact Lisa Drew today to learn more: email@example.com or 330-655-3580