Options for Giving

 

Partner with Community Foundations of the Hudson Valley

 

The Community Foundations of the Hudson Valley (CFHV) is your trusted partner for good. With decades of experience and deep knowledge of local, regional, and national nonprofits, we’re dedicated to helping you achieve your philanthropic goals, guide your grantmaking, and create meaningful change where needed most. CFHV’s investment approach is designed to be sustainable and enduring, capable of weathering market changes, and evolving beyond the tenure of any individual manager.

Ways to Give

At CFHV, we offer various giving options to help achieve your charitable goals. Whether supporting a favorite cause or creating a legacy for the future, we make it simple to give in a way that works best for you.

Create a personalized fund tailored to your interests, goals, and values to create a lasting impact. We can help you do this in simple, flexible, and meaningful ways that support the causes you care about. Types of charitable funds we offer include:

  • Donor Advised Funds (DAFs)
  • Designated Funds
  • Field of Interest Funds
  • Scholarship Funds
  • Unrestricted Funds

Support one of our established funds that is aligned with your values. From supporting local nonprofits to advancing equity, we offer options designed to make an immediate impact.

Leave a legacy that reflects your values. By including CFHV in your will or estate plan, you can ensure an impact that endures for generations. Click below to send your questions/requests to our VP of Philanthropy.

Make a gift to our Community Grants Fund which addresses our region’s most pressing needs and emerging opportunities.

Rather than cash, make a gift using a wide range of assets. We accept:

  • Securities (stocks, bonds, mutual funds)
  • Retirement assets (IRA rollovers)
  • Real estate
  • Closely held business interests

We can work with financial or legal advisors to ensure your giving aligns with your financial planning and tax strategies. Whatever your vision, we’re here to make it easy, effective, and impactful in creating meaningful change.

When to Give

Major life events are a good time to act upon your generosity and consider make philanthropic donations.

Here are a few common occasions for donating:

Selling your business or shares in a company is a prime opportunity to create or contribute to a charitable fund. Before completing the sale, consult your accountant or financial advisor to see how philanthropic giving may maximize tax benefits while supporting the causes you care about.

When investments perform well, consider donating appreciated securities. This can provide significant tax advantages and make a powerful difference in your community.

Receiving an inheritance or planning your estate presents opportunities to develop a charitable plan that aligns giving with your values. This is a great way to ensure your legacy supports the causes closest to your heart.

If you’re 72 or older, you can direct a portion of your IRA distributions to a charitable fund. This may present an opportunity to reduce your taxable income.

Life milestones such as a career change, a property sale, or honoring a loved one create ideal moments to consider establishing or growing a charitable fund. Consider these occasions to make financially strategic and personally fulfilling philanthropic decisions that can turn an opportunity into a lasting impact. Contact us to explore how we can help you achieve your philanthropic goals.

If You Have Questions About Options for Giving?