At CFHV, we believe philanthropy should be as unique as the individuals who inspire it. That’s why we work closely to ensure giving reflects your values, achieves your goals, and creates the lasting impact you’re looking for.

1. Understanding Your Vision
   We begin by listening. Whether you have a specific cause in mind or are exploring how to make a difference, we take the time to understand your passions, priorities, and philanthropic goals.
2. Tailoring Your Giving Plan
   Once we understand your vision, we help design a customized plan that meets your needs, whether you want to:
   • Support specific organizations or causes.
   • Involve your family in philanthropy.
   • Establish a lasting legacy through an endowment or planned gift.
3. Simplifying the Process
   Giving through CFHV is simple and flexible. We handle the administrative details—like grant distribution, compliance, and reporting—so you can focus on the joy of giving.
4. Leveraging Local Expertise
   With decades of experience and deep connections in the Hudson Valley and beyond, we provide insights and guidance to help make informed decisions. We’re here to connect you with the nonprofits and opportunities that align with your goals.
5. Growing Your Impact
   Your contributions are managed responsibly and sustainably, growing tax-free to maximize their impact. Whether you want to give now or plan for the future, your generosity can continue to make a difference for years to come.