Advising Across Generations

How to Talk to Your Clients About Donor-Advised Funds and Their Charitable Legacies

Charitable giving is on your clients' minds. If you haven’t already, now is the time to have a conversation about establishing a donor-advised fund through Greater Horizons. Our donor-advised funds provide a value-added service that lets you retain management over the charitable assets and also makes a meaningful impact on your clients and the causes they hold most near and dear to their hearts.

Complete the form below to download our recommended talking points.