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 investment 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: …

The Magic of Growing a Charitable Investment Account

The Magic of Growing a Charitable Investment Account

Rockefeller Foundation, Ford Foundation, The Gates and Sam Walton are some of our country’s great philanthropists. Their giving was built on the growth of their charitable assets via private foundations, not on their big checkbooks. Today, your last name doesn’t have to be synonymous with the ultra-wealthy to have a charitable investment account. Anyone can be a philanthropist using a …

Planning 2021 Year-End Contributions and Grants

We’re helping our donors make the most of their giving as the holiday giving season approaches. Here are a few deadlines to keep in mind: Publicly traded securities can take up to two weeks to process. We suggest initiating the contribution by Dec. 13 and notifying us at investmentteam@greaterhorizons.org. Assets must be received by Dec. 31.   For wire and …

Three Ways to Support Refugee Resettlement In Your Community

More than 90,000 Afghan refugees are expected to arrive in the United States within the next 12 months. Resettlement agencies across the country are expected to be ready to welcome hundreds to thousands of refugees to various cities with very little notice. Nonprofit organizations serving refugees face many challenges as resources from the federal government ebb and flow with each …