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.

Download our Agency Fund PDF

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Interested in opening an agency fund?

We can help you explore options for your organization.

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.

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 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 alert the Greater Horizons' Investment Team of any wire transfers of cash with a written communication to investmentteam@greaterhorizons.org or a phone call to 866.627.3440. Include the agency fund name, the agency fund's six-digit fund ID, and the amount of the gift.

Bank of America
One Kansas City Place
1200 Main
Kansas City, MO 64105
Fed Wire ABA #026009593
ACH ABA #081000032
For credit to: Greater Horizons
Account: 00-3490-478773
Contribution to: The agency fund’s name and fund ID