Advisors frequently comment that they’re surprised to discover the many ways community foundations can help their clients, especially compared with national donor advised fund programs affiliated with brokerage houses or financial services firms.
Advisors Newsletter
The Community Foundations is your trusted partner in philanthropy. We produce a newsletter for professional advisors offering insightful articles and updates related to charitable giving. Explore perspectives designed to empower you with the knowledge and resources to better serve your clients, enhance your practice and contribute to impactful charitable solutions.
Check out some of our timely topics:
Donor-Advised Funds in the Spotlight
April 2026 —Donor-advised funds remain one of the most effective and flexible tools available to families and their advisors—offering immediate tax benefits, investment growth, and the ability to support charitable priorities over time. Their structure is well established: contributions are irrevocable, and sponsoring organizations retain legal control. In practice, however, the quality of the sponsor makes all the difference.
Charitable Giving Considerations for 2026 and Beyond
January 2026—The Community Foundations of the Hudson Valley is pleased to share what you need to know to serve your charitable clients as 2026 begins. Charitable Giving Considerations for 2026 and Beyond: A practical FAQ outlining key tax changes taking effect in 2026 and how advisors can help clients align charitable giving strategies with the evolving tax landscape.
Charitable Giving as we Close Out 2025
November 2025— Clients rely on you—and on other attorneys, CPAs, and financial advisors—not only for year-end tax planning, but also to clarify their charitable giving goals and understand how those goals fit into their overall estate and financial plans. At the Community Foundations of the Hudson Valley, our professional staff is here to walk you and your clients through the where, when, who, why, what, and how of charitable giving as we close out 2025.
2025 Tax Planning and Charitable Giving: What You Need to Know
September 2025— The One Big Beautiful Bill Act (OBBA), signed into law on July 4, 2025, builds on the 2017 Tax Cuts and Jobs Act while introducing new provisions that affect tax planning and charitable giving. While many of the most significant changes won’t take effect until 2026, there are several important updates for 2025 that donors should keep in mind.
Summer is a Great Time to Revisit Philanthropic Goals
July 2025—As you check in with your clients this summer, consider exploring how their charitable goals can respond to the needs—and build on the strengths—of the Hudson Valley. At the Community Foundations of the Hudson Valley, our approach to grantmaking is grounded in community insight. Through Voices of the Hudson Valley, a region-wide listening initiative, we heard directly from residents, and nonprofit and community leaders about what matters most in their communities.
Moving from a Private Foundation to a Donor-advised Fund
May 2025—The number of private foundations in the United States is nearing 150,000 with combined assets topping $1 trillion, so it’s no wonder that a lot of people immediately think about establishing a private foundation when they begin to explore structuring their charitable giving activities. You’re likely working with several clients who’ve established private foundations somewhere along the way.
