Why Partner with Us?
Community Foundations of the Hudson Valley (CFHV) believes in creating partnerships. As your client’s trusted advisor, you play a crucial role in guiding their financial decisions. Our mission is to support and complement your efforts. We can provide information and tools to help align your client’s unique charitable and financial goals with their philanthropic vision.
We Offer Personalized Philanthropic Strategies
We understand that each of your clients has different aspirations. Our team of experts is ready to collaborate with you to create personalized, custom giving strategies that resonate with their passions, areas of interest, and charitable legacy planning.
We Have Flexible Giving Options
From donor-advised funds (DAFs) to endowments and legacy planning, we offer various vehicles to maximize the impact of your clients’ contributions. We can also help structure gifts that provide immediate benefits and ensure long-term sustainability for the causes they care about.
Donors who maintain a charitable fund balance over $500,000 also have the option to work with their own investment manager.
“At Community Foundations of the Hudson Valley, we know that smart philanthropy starts with smart planning. That’s why we work hand-in-hand with trusted advisors like estate planning attorney John Wadlin to help his clients realize their goals.”
John Wadlin,
Rusk, Wadlin, Heppner & Martuscello, LLP
We are Collaborative and Supportive
Our dedicated team is here to support you every step of the way. Whether you need assistance with complex financial scenarios, estate planning, or connecting clients with local nonprofits, we’re just a call away.
Together, We Make More Possible
CFHV has deep knowledge of the current needs in Hudson Valley and the organizations providing meaningful solutions. By working with us, you’re not just advising your clients, you’re helping to solve problems and foster lasting change in our communities.
Contact us to discuss charting a charitable legacy of giving that reflects your clients’ values and makes a meaningful impact on future generations.
