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, including acceptance of complex assets
- 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.