Why Advisors Choose Hudson Community Foundation

A trusted partner in charitable planning, designed to support your client relationships.

Hudson Community Foundation (HCF) partners with professional advisors to integrate charitable giving into sophisticated financial, tax, and estate plans without disrupting your client relationships.

You remain the advisor. We support the charitable strategy.

Hudson Community Foundation’s Advisor Fund Program

Keep managing your client’s charitable assets, at any amount, on your preferred platform.

You select the investments, not a limited menu of pooled funds
Your client keeps receiving the consistent advice they expect from you
HCF accepts and holds a wide variety of assets
HCF manages charitable distributions from the fund on your client’s behalf

Transparent fees

No setup cost. Opening a fund is simple, quick and free.
No HCF investment fee. Investment fees are set by you, the advisor or wealth manager.

Administrative fee. HCF charges an annual fee to administer the fund, tiered by fund balance

Benefits For Your Client

A streamlined, collaborative process designed to fit naturally into your planning workflow.

An immediate tax deduction, because HCF is a 501(c)(3) public charity
No capital gains tax on gifts of appreciated assets
One tax receipt, which simplifies paperwork at tax time
Grants to any U.S. 501(c)(3) nonprofit
A choice of endowed or non-endowed funds
Charitable intent honored, even after death and if a nonprofit’s status changes

When charitable planning is integrated thoughtfully, it strengthens both financial strategies and family legacies. We help you extend the impact of your advice through meaningful community giving.

Why Advisors Value HCF

Local expertise with high-touch service
Flexible charitable planning solutions
Efficient fund administration
Deep understanding of estate and tax planning contexts
Long-term philanthropic partnership

Assets we accept:

Cash, publicly traded stock, privately held stock, life insurance, IRA assets and more.

Clients we can help you serve:

Individuals and couples who have achieved financial success and want to give back
Philanthropists exploring legacy gifts
Clients ready to discuss estate planning
Entrepreneurs who have sold a business and need a tax solution

Donor Advised Fund vs. Private Foundation

A smart alternative to a private foundation

	Fund at HCF	Private foundation
Cost to start	None	Legal and filing costs
Ongoing administration	Handled by HCF	Managed by the family or its staff
Annual tax return	None for the client	Form 990-PF, publicly available
Annual distribution requirement	None	5% of assets