When it comes to financial planning, the relationship between wealth advisors and their clients can extend deeper than money. As the architect and partner in your clients’ financial journeys, you can also support your clients’ vision of the future for themselves, their loved ones and their legacies through their philanthropy. One vehicle you can recommend to your clients is a …
If you have recently opened a donor-advised fund at Greater Horizons or are eager to learn more about the opportunities that come with your fund, this blog post is for you! By opening a donor-advised fund, you have unlocked a world of possibilities and advantages that will amplify your philanthropic impact. We like to break down the donor-advised fund process into three simple …
December is often filled with feelings of hope, gratitude and kindness to others. It’s the perfect time to reflect on the role everyone can play in making the world a better place. For us at Greater Horizons, December also means “The Giving Season” is in full swing, which is a time when we help many philanthropists set up new donor-advised …
