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Your Role & Responsibilities as an Agent in a Power of Attorney (POA)
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors, stepping into the role of power of attorney can be unlike anything else.
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Planning for Charitable Giving
Charitable giving is an important conversation for those that are charitably inclined and want to support charities and create a legacy.
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Eyes on the Future
We are grateful that many attorneys, accountants, and financial advisors reach out to Hudson Community Foundation (HCF) as a resource when the topic of philanthropy surfaces during client meetings.
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Postseason tax tips for substantiating charitable deductions
April 15 is in the rearview mirror, but that doesn’t mean tax issues aren’t still top of mind for you and your clients. It can take several weeks or even longer to decompress after a busy tax season.
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Advisor talking with clients
As always, the team at Hudson Community Foundation (HCF) tracks legislation, legal developments, trends, news, and innovative strategies for all types of charitable giving so that we can keep fund holders and their advisors up to date.
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Charitable giving and legacy
Many of you or your clients have established donor-advised funds to organize giving to favorite charities.
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Advisor working with clients
You are likely reviewing tax returns before they’re filed, reflecting on charitable deductions from the prior year, and evaluating tax planning options
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Postseason tax tips for substantiating charitable deductions
While thoughts of the upcoming tax preparation season may be inspiring to think of tax savings – remember to think of charitable giving.
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Estate Planning
If you are an estate planning attorney, you know how important it is to keep wills and trusts current and in line with your clients’ intentions.
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Advisors and clients
As we talked with attorneys, accountants, and financial advisors during the 2023 year-end flurry of activity, a few topics stood out as especially relevant to advisors who regularly help their clients with charitable giving plans and work with the community foundation to do so.
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