Professional Advisor Resources

Let’s Work Together

Hudson Community Foundation is here to work with you and your clients to ensure that your clients’ charitable wishes are achieved both now and in the future. Our experienced staff handles all administrative, legal, and investment management tasks related to the fund. Plus, the community foundation’s deep local knowledge helps ensure that grants are directed where they can have the greatest impact.

If you are advising a client who is considering a planned gift or bequest to Hudson Community Foundation, we welcome the opportunity to work with you. Please use the below resources and tools and feel free to contact us any time for further information or assistance on a confidential basis.

Organization Information:

Legal Name: All charitable gifts should be directed to “Hudson Community Foundation, 49 East Main Street, Hudson, OH 44236, an Ohio 501(c)(3) tax-exempt, charitable organization, or its successor, Federal Tax Identification Number: 34-1935499.”

Mailing Address: Please mail checks to Hudson Community Foundation, PO Box 944, Hudson, OH 44236

Tax ID/EIN Number: 34-1935499

Charitable Giving Strategies

• Donor-Advised Funds (DAFs): A flexible tool allowing donors to contribute appreciated assets for an immediate tax deduction and then recommend grants to qualified charities over time. Funds in the DAF grow tax-free.

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

• Direct Bequests/Beneficiary Designations: Naming a charity as a direct beneficiary in a will, trust, or on a retirement account (like an IRA or 401(k)) provides an unlimited estate tax deduction for the value of the gift. Retirement accounts are ideal for this, as charities are tax-exempt and do not pay the income tax that individual heirs would on distributions.

• Qualified Charitable Distributions (QCDs): For individuals age 70½ or older, a QCD allows a direct transfer of up to $108,000 annually from an IRA to a qualified charity. This amount is excluded from taxable income and counts toward the Required Minimum Distribution (RMD.

• Charitable Remainder Trusts (CRTs): The donor contributes appreciated assets to a CRT and receives an income stream (annuity) for a set period. When the term ends, the remaining assets go to the named charity. The donor receives a partial tax deduction upfront.