Cross Seas of Philanthropy: A Q&A with Jeremy Tennenbaum of Vanguard

Jeremy Tennenbaum, senior nonprofit strategist at Vanguard, recently sat down for an insightful conversation with Nicole Stuke, Philanthropic Advisor at Greater Horizons. The pair discuss current challenges and trends impacting philanthropy today and Jeremy shares advice and predictions for what the future of giving looks like. Who’s Who in the Q&A? Philanthropic Advisor Nicole Stuke works with nonprofits to help …

Holiday Giving…in Summer?

We see a significant uptick in our donors’ grants to charities during the winter holiday season, usually after Thanksgiving. It’s called “The Giving Season” for a reason. Nonprofits send out year-end reminders to make donations, and our donors respond generously. But…why wait? Because you made the smart decision to organize your giving using a donor-advised fund, you can make grants …

Naming Your Charitable Fund

When you’re ready to open a new donor-advised fund, scholarship fund, or any other kind of charitable fund at Greater Horizons, one of the first things you’ll be asked to do is come up with a name for your fund. For some, this is one of the most enjoyable aspects of setting up a fund. For others, it may be …

How to Help: Responding to the Crisis in Ukraine

Philanthropists and humanitarians around the globe are watching the unfolding crisis in Ukraine as a result of Russia’s invasion earlier this week. The Center for Disaster Philanthropy, the leading expert in helping donors maximize their impact in response to domestic and global disasters, has shared the following information: “Russian President Vladimir Putin’s assaults on multiple cities in Ukraine began overnight …

Your FAQs About Successor Advisors

Successor advisors are important in continuing your charitable legacy beyond your lifetime. Whitney Hosty, Senior Philanthropic Advisor, answers your questions about the role of successor advisors. Q: What is a successor advisor? A: Successor advisors are the individuals from whom our staff will take direction about your charitable fund when you are no longer able to do so, particularly regarding …

Charitable Legacy

Leaving a Charitable Legacy for When You Are Gone

“What happens when I die?” On an esoteric level, financial advisors cannot answer that question for their clients. However, they can in terms of their clients’ charitable legacies. If you have clients to whom philanthropy has been, is or will be important, a conversation needs to be had about building charitable giving into their legacy plans. Building trusted relationships with …

Connecting With Others This Holiday Season

Families and friends are preparing to gather with their loved ones to celebrate upcoming holidays, some for the first time in a long while. Whether your family is prompted to dig deeper in conversation after spending time apart, or you’re looking for a way to further your discussion at the dinner table, check out these resources about family philanthropy: Listen: …