Set Up an Agency Fund and Build a Sustainable Financial Future

The many advantages of an agency fund.

Prospective Agency Fund Holders

An agency fund helps nonprofit organizations build long-term assets and serves as a home for reserve funds. Agencies with agency funds enjoy low-cost investment options and third-party oversight of their assets. Plus, agencies can access Greater Horizons' expertise by connecting with our philanthropic advisors.

How an Agency Fund Works:

  1. Quickly and easily set up an agency fund with one simple document.
  2. Choose how to invest the fund's assets.
  3. Greater Horizons receives contributions from the agency to the fund, and Greater Horizons processes grants from the fund back to the agency.
  4. Staff and volunteers who oversee the agency's finances can view the fund balance, contributions and grants 24/7 through an online donor portal.

To set up an agency fund, contact us at You can also download our sample Agency Fund Agreement to see the information Greater Horizons will need to set up the fund.

If you would like to speak with a Greater Horizons representative to guide you through the process, contact Philanthropic Advisor Nicole Stuke at or 816.627.3404.


Interested in opening an agency fund?

We can help you explore options for your organization.

Resources for Nonprofit Organizations:

Current Agency Fund Holders

Investment Information

To change your fund's investment selection, download and complete our Investment Recommendation Form PDF and return to Donor Services at

View the latest investment performance reports.

Want to learn more about our investment pools? Read our FAQs.

Update Your Agency Fund

To make changes to an existing agency fund (i.e. Board Chair change, New Fund Name), please download and fill out our Update Your Agency Fund PDF form and return to or fax to 816.842.8079.

Contribute to an Agency Fund


Make checks payable to Greater Horizons, noting the agency fund's six-digit fund ID on the memo line. If you do not know the fund ID, the name of the agency fund is sufficient. Mail or deliver to:

Greater Horizons
1055 Broadway Blvd., Suite 130
Kansas City, MO 64105

Wire Transfers of Cash

Please contact Donor Services at or 866.627.3440 for wire instructions.