Naming Your Charitable Fund

When you’re ready to open a new donor-advised fund, scholarship fund, or any other kind of charitable fund at Greater Horizons, one of the first things you’ll be asked to do is come up with a name for your fund. For some, this is one of the most enjoyable aspects of setting up a fund. For others, it may be …

Estate Planning, Building a Legacy and Talking to Your Clients about Naming Successor Advisors for Donor Advised Funds

Estate Planning, Building a Legacy and Talking to Your Clients about Naming Successor Advisors for Donor-Advised Funds

Your clients have worked hard to establish their charitable giving goals, and having a succession plan for their donor-advised funds is one way for them to pass those assets on to their heirs or charitable organizations. Many donors choose to involve their children and grandchildren in their giving, creating philanthropists for future generations. If charitable giving is a part of …