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 …
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
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 …