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: …

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 giving 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 …

Empowering Student Success Beyond High School: A Conversation with Jade Valdez and Ben Richardson

  The Hispanic Development Fund (HDF) was founded in 1983 to improve the quality of life of Latino families in Greater Kansas City by engaging the Latino community in philanthropy to build stronger communities through grantmaking and scholarship support. Today, HDF oversees several successful community programs and in 2020 alone awarded $680,000 in scholarships to more than 300 high school, …

Charitable Giving Account

Consider A Charitable Investment Account The Next Time You Rebalance Your Portfolio

Rebalancing your portfolio is a disciplined strategy that consists of selling and reallocating assets. The rebalancing process is an opportune time to keep your favorite nonprofit organizations in mind. Establishing a donor-advised fund, or a charitable giving account, has many benefits: Charitable Investment Accounts Take Complexity Out of Giving If you’re thinking about giving to charitable organizations but want to avoid …

Disaster Response and Relief: A Conversation with Heart to Heart International

In response to the recent catastrophic earthquake in Haiti, Heart to Heart International CEO Kim Carroll and Director of Disaster Response Heather Lee shared how the global humanitarian organization responds to disasters around the world. Philanthropic Advisor Kelli Doyle discusses how philanthropy plays a critical role in disaster relief and response. A transcription of the episode can be found below. …

7 Tips for Disaster Giving

The Center for Disaster Philanthropy offers these seven basic tips for giving back in times of disaster: Take the long view. Even while focusing on immediate needs, remember that it will take some time for the full range of needs to emerge. Power loss, transportation outages and flood-damaged homes may be top of mind, but it takes a while to truly understand …