Maximize Your Clients’ Giving
Professional advisors refer their charitable clients to us.
Greater Horizons works with professional advisors (wealth managers, financial planners, accountants, insurance professionals, attorneys and other advisors) across the country to maximize their clients’ giving.
Over the years, we have grown to one of the largest and most entrepreneurial public charities of our kind, managing more than $3 billion in assets and ranking among the top 1 percent of over 700 community foundations in the country for more than a decade.
What Sets Us Apart from Our Peers
We know that your clients set up donor-advised funds and other charitable giving accounts because of you, the advisor they trust. Our job is to arm you with succinct, effective solutions for your clients and future generations that will carry on charitable legacies.
Beyond donor-advised funds, we offer a comprehensive platform of charitable tools. We help clients navigate all of their options, which might include scholarship funds, designated funds or field-of-interest funds.
We provide world-class service to all your clients, no matter the size of their account. Clients have access to a team of professionals dedicated to promptly answering calls and emails, and they are able to conduct their giving in a confidential and secure environment.
Giving should be easy. Your client can use a donor-advised fund for all of their giving, without being constrained by unnecessary limitations and minimums.
- No minimum gift or grant amounts.
- Unparalleled investment flexibility.
- No limit to the number of successor advisors or charitable beneficiaries.
Your clients expect us to be forward-thinking. We think carefully with you and your clients about succession planning, so future generations can continue to give in perpetuity. We can also work alongside you to carry out your client’s charitable intent after their lifetime. As a community foundation, we are governed by an independent board and are not connected to a commercial enterprise that can be sold, merged or dissolved. We will exist to serve generations to come.