Estate planning attorneys have a number of resources available to help clients achieve their charitable goals after they’ve passed. Among the tools available, a donor-advised fund with a documented grantmaking plan is an excellent option for clients to forge a lasting legacy of generosity that extends to future generations. We can help your clients extend their charitable goals beyond their …
Financial Advisors: Donor-Advised Funds for Charitable Clients
From major life transitions to the small moments in between, financial advisors can be there for every step along the way. Many clients lean on financial advisors to seek guidance in growing their wealth for personal life experiences, but also to use it to better the world around them. Among the different types of charitable investment accounts available, donor-advised funds …
Donor-Advised Funds: A Critical Component of our Philanthropic Ecosystem
Greater Horizons aims to provide donors with a great giving experience. A critical piece of that experience includes the ability to invest and grow charitable assets via donor-advised funds. From time to time, there are rumblings of legislation or regulations impacting donor-advised funds. We always have our ear to the ground in D.C. Right now, we are working alongside many …
Wealth Advisors: There’s Still Time to Help Your Clients Give in 2023
When it comes to financial planning, the relationship between wealth advisors and their clients can extend deeper than money. As the architect and partner in your clients’ financial journeys, you can also support your clients’ vision of the future for themselves, their loved ones and their legacies through their philanthropy. One vehicle you can recommend to your clients is a …
Charitable Solutions for Business Owners: Greater Impact, Fewer Worries
If you own a private company, you might have a long list of things that keep you up at night. After you tick through budgets, employees, customers and competitors, is your exit strategy at the bottom of the list? If you’re not a late-night worrier, maybe you spend your nights dreaming of retirement, knowing that you’re working hard now to …
Planning Your Year-End Giving
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 …
How to Grant from Your Donor-Advised Fund in a Down Market
When the market is volatile, investment experts will tell you to keep your emotions out of your decisions and stay the course. But for many, charitable giving is inherently emotional. Stories of those in need tug at our heartstrings, and as the market turns downward, our communities’ needs grow. So it’s critical that we can access donor-advised fund assets to …
Engage your employees with a corporate charitable giving program
Employee engagement has emerged as a critical driver of business success. Whether you are a small business or a large corporation, retaining and engaging employees is equally important. Over the past few years, the modern workforce has transformed. Millennials make up a majority of the workforce today, and they are more engaged with companies that allow them to give back …
Estate Planning, Building a Legacy and Talking to Your Clients about Naming Successor Advisors for Donor-Advised Funds
Your clients have worked hard to establish their charitable giving goals, and having a succession plan for their donor-advised funds is one way for them to pass those assets on to their heirs or charitable organizations. Many donors choose to involve their children and grandchildren in their giving, creating philanthropists for future generations. If charitable giving is a part of …
Is This the Year to Make Bunching Part of Your Clients’ Charitable Giving Strategy?
Your clients rely on you for devising tax strategies that are advantageous to them, not only this year, but also for years to come. Having worked with advisors for more than 40 years, we know that charitable giving can be an essential component of a client-favorable tax strategy. It involves establishing a donor-advised fund and determining if bunching multiple years’ …
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