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 info@greaterhorizons.org. 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 stuke@greaterhorizons.org or 816.627.3404.

Image

Interested in opening an agency fund?

If your organization has long-term assets to invest, we can help.

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 support@greaterhorizons.org.

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 support@greaterhorizons.org or fax to 816.842.8079.

Contribute to an Agency Fund

Check

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

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

Please let us know if you plan to mail a check by completing our online form: www.greaterhorizons.org/check

Wire Transfer or ACH

To make a contribution via wire transfer or ACH, please complete the following online form: www.greaterhorizons.org/wire-transfer-ach
Once you complete the form, you will receive the account numbers your financial institution will need to make the transfer.