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:
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.
