7 Tips for Maximizing Your Online Giving Experience

breiby@growyourgiving.org Individual & Family Giving

Greater Horizons’ work is centered in serving donors and our goal is to provide an easy and joyful giving experience. Our online donor portal is an important piece of that experience where donors can view their fund activity in a modern, user-friendly setting. For donors who utilize the online donor portal, here are seven ways to maximize your online giving …

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

Wynn Shepard Professional Advisors

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 …