Planning for Charitable Giving

Amy Jordan |

Charitable giving is an important agenda item during meetings with your advisor.  Attorneys, accountants, and financial advisors know that many, if not most, of their clients are charitably inclined, and that best practices require that the topic of philanthropy be addressed in every planning discussion.

It’s easy to bring up charitable giving when you discuss it in the context of other important planning issues that are already top of mind for you and your clients. Here are examples of issues for a philanthropy conversation:

  • With the sunset of the estate tax exemption looming at the end of next year, it is seamless to suggest charitable giving as an excellent tool to help direct the effects of estate taxes that are set to impact many more taxpayers beginning in 2026.
  • As bequests are made to children and grandchildren in wills and trusts, be sure to know or ask if you would like to leave a legacy to the community through charitable giving. Know that the Hudson Community Foundation (HCF) offers a wide variety of options to help support donor’s favorite causes in the most tax-efficient way possible. 
  • When you or your client could benefit from a charitable tax deduction in the current year with the flexibility to support favorite charities now and in the future, please reach out to us. We are here to  help! 
  • Are you or your clients in the transition stages of life - empty nest, nearing retirement, updating an estate plan, or thinking ahead to selling a private company? Charitable planning through HCF can be an outstanding tool at these critical junctures. 
  • Watch for highly-appreciated stock in your portfolios; these represent prime, tax-savvy charitable giving opportunities through Hudson Community Foundation’s tools.  
  • Are you or your client especially concerned about keeping private the details of philanthropy (whether all of it or some of it)? Hudson Community Foundation’s tools are ideal for these type of donors.

The team at the HCF is here for you. We’d be honored to be your first call as you begin the journey of establishing a charitable giving plans. 

We welcome conversations to help donors give to their favorite causes. Hudson Community Foundation enables simple, smart, and meaningful family philanthropy. Although HCF is a public charity, it does not promote one charitable cause. Rather, HCF is committed to expanding the capacity of family philanthropy - no matter where you live.

 Read more about Donors Guide to Donor Advised Funds.

With a fund at Hudson Community Foundation (HCF), advisors can manage the charitable assets on their preferred platform at any amountAssets stay under their management. They can provide clients with the consistent investment advice they expect. We are your partner in charitable giving!

The team at HCF is a resource as you serve your philanthropic clients. We understand the charitable side and are happy to serve as a secondary source as you manage the primary relationship with your clients. This blog is provided for informational purposes only. It is not intended as legal, accounting, or financial planning advice.