Learn how you can contribute to your fund to maximize the amount you give to charity. Options include donations of appreciated stock and complex assets, like real estate and privately held business interests. Corey Ziegler, vice president and corporate counsel, Greater Horizons, discusses the basic structure of a donor-advised fund and what types of assets can be donated to one. …
As we’re settling into a new year, some of us may be leaning into new routines and rhythms in an effort to better ourselves, our families, or our communities. As you’re fine-tuning your plans and vision for 2023, consider what your philanthropic goals look like and how you might alter your giving moving forward. Here’s a short list of things …
Trust is the foundation for all of our relationships – it can make, build, and break any bond. It is no different for the relationship between donors and nonprofits. Leaning into trust as a donor is a key tool in expanding your relationship with an organization and supports charitable giving that is both meaningful and impactful. Tune in to the …
If you’ve been inspired by the words and actions of the countless trailblazing voices, activists and leaders shaping the racial justice, racial equity and ant-racism movement, you may wonder what action to take. How do you make forward-moving change in racial equity through your philanthropy? Vice President of Grantmaking and Inclusion Initiatives Denise St. Omer and Senior Philanthropic Advisor Kelli …
Your private family foundation is the cornerstone of your philanthropic legacy. Greater Horizons brings a wealth of charitable solutions to private foundations, helping to ensure your family’s philanthropic legacy continues to grow and significantly impact the people and causes you support. Doing so with the help of a philanthropic advisor can maximize your impact over the short and long term, …
As 2022 comes to a close, it’s important to examine your philanthropic intentions to ensure that your giving plan still matches your priorities. If not, it’s a good time to sit down with your philanthropic advisor to discuss making adjustments. According to Blackbaud’s Charitable Giving Report, 20% of charitable contributions are made in December. You might consider the following questions …
The act of storytelling and story keeping is an important piece of understanding and knowing ourselves and others around us. The stories we tell and the stories we hear transcend generations and shape who we are today. Many of our formative memories often involve the holiday season. Why? Families are often focused on creating special memories and traditions, and for …
Passing along charitable values can seem like a daunting task while balancing everything else. Senior Philanthropic Advisors Gwen Wurst and Whitney Hosty share ways you can involve others in your philanthropic journey. As parents, sisters and aunts themselves, they know first-hand easy ways to get started. Gwen and Whitney chat through: Small everyday acts that spread generosity Easy ways to …
Creating a charitable legacy is essential for philanthropists. How do you ensure your charitable intent is passed along beyond your lifetime? When using a donor-advised fund, one way to pass along your charitable intent is to name successor advisors to advise your fund when you are no longer able to do so. In this clip, Senior Philanthropic Advisors Whitney Hosty …
As we approach the end of the year, our team is ready to process your year-end grants to nonprofits and contributions to your charitable fund. All assets must be received by Dec. 31 to qualify for a 2022 tax deduction. Please keep the following dates in mind when contributing to your fund. Contact our team with questions – we’re here …
