Back-Office Services

Greater Horizons can help you with valuable back-office services.

You can choose the brand under which your foundation operates:

  • Your own private-label foundation
  • Greater Horizons
  • Greater Kansas City Community Foundation

We provide a wide range of back-office services, all of which are customized to fit the needs of your foundation. We can process the following on behalf of your foundation (and your clients’ funds):

  • Grant payments
  • Grant applications
  • Gifts received
  • Gift acknowledgements
  • Quarterly fund statements
  • IRS Form 1099s

We offer flexible investment options:

  • Participate in our existing investment pools (with the option to customize a mix for your clients’ funds).
  • Allow your advisor (or your clients' advisors) to manage the assets.
  • Maintain your foundation's current investment program.

We provide custom financial statements for your foundation showing your clients’ activity, and we offer 24/7 access to each fund’s activity through our online fund management system.