Ways to Maximize Your Clients’ Giving
The Hudson Community Foundation collaborates with professional advisors (wealth, tax, legal and insurance advisors) across the country to maximize their clients’ giving.
Over 21 years, we have grown to one of the Top 25 foundations in Northeast Ohio, managing more than $28 million in assets. We are proud to be accredited by the National Standards for U.S. Community Foundations®, meeting the nation’s highest philanthropic standards for operational quality, integrity, and accountability.
Why Choose HCF:
Expertise
Because of your trusted relationship with your client, we understand that your clients set up donor-advised funds and other charitable giving accounts. We are here to partner with you in their charitable giving with an easy, no cost to set up program that includes you selecting the charitable investment account platform and managing these charitable dollars.
Beyond donor-advised funds, we offer an array of charitable tools. We help clients navigate the fund types, which might include designated funds, scholarship funds, or field-of-interest funds.
Service
We provide high quality professional service to your clients, no matter the size of their account. Clients have access to our professional staff dedicated to promptly answering calls and emails, and they can conduct their giving confidentially and securely.
Flexibility
We offer simple, smart, easy philanthropy since giving should be easy and low cost. Your clients can establish a donor-advised fund for all their giving, with the simplicity of one tax receipt and they choose when and where to gift throughout the country.
• Low initial contribution - $5,000
• No minimum additional contribution.
• No limit to the number of successor advisors or charitable beneficiaries.
Succession
We were founded on Family Philanthropy, so future generations can continue to give in perpetuity. We can also collaborate with you to conduct your client’s charitable intent after their lifetime, while you build relationships with the next generation.
As a community foundation, we are governed by an independent board, not connected to a commercial organization that can be sold, merged, or dissolved. We will exist to serve generations to come.
Contact Amy Jordan, president of the Hudson Community Foundation
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented, nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced to provide information on a topic that may be of interest.