Corporate Donor-Advised Funds Offer Better Benefits

Compared to Private Foundations, Corporate Donor-Advised Funds Offer Better Benefits

Business leaders are some of the greatest philanthropists, helping charitable organizations meet their fundraising goals and fulfill their designed missions. On the other hand, without philanthropy as part of a company’s culture, business leaders are missing out on an opportunity to help foster a broader sense of community (both internally and externally), as well as support its brand reputation and …

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 investment 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 …

Charitable Solutions

Greater Horizons has Charitable Solutions to Create Your Clients’ Legacies

As your clients’ advisor, you work hard to earn their trust. They come to you for guidance and advice, and when your clients set their sights on creating their charitable legacies, you want to be their first point of contact. While charitable solutions may not be your area of expertise, Greater Horizons has philanthropic advisors and charitable solutions you can …

Donor-Advised Funds: A Critical Component of our Philanthropic Ecosystem

Greater Horizons’ goal is to provide our donors with a great giving experience. Part of that experience includes the ability to give strategically via donor-advised funds, which could span decades or multiple generations. From time to time, there are rumblings of legislation impacting donor-advised funds. We always have our ear to the ground in D.C. Right now, we are working …

The Next Generation of Philanthropy: A Conversation with Sharna Goldseker and Michael Moody

Philanthropic experts Sharna Goldseker and Michael Moody join Senior Philanthropic Advisor Gwen Wurst on the Grow Your Giving podcast to discuss how younger generations are approaching philanthropy and how families can navigate multigenerational giving. Sharna and Michael are co-authors of the bestselling book Generation Impact: How Next Gen Donors Are Revolutionizing Giving. Listen to their conversation online or wherever you …

Grow Your Giving with Impact Investment Options

Did you know that you can invest your charitable fund’s assets using options that align with your values? Greater Horizons can collaborate with you and your financial advisor to help you customize your investment strategy to include impact investments, which may include the following: Publicly Traded Investments The most accessible impact investments are mutual funds and exchange-traded funds (ETFs) that …

Year-End Giving Tax Strategies: A Conversation with Vice President & Corporate Counsel Corey Ziegler

In part one of a two-part series on year-end giving on the Grow Your Giving podcast, Greater Horizons Vice President and Corporate Counsel Corey Ziegler recently shared five strategies to consider for tax-efficient charitable giving in the last few weeks of the year. Corey discussed the following topics: The CARES Act IRA Qualified Charitable Distributions Bunching Donations in a Donor-Advised …

Tax Cuts and Jobs Act: What You Need to Know

The Tax Cuts and Jobs Act signed into law at the end of 2017 has made many significant changes to both corporate and personal tax laws. These changes, including the nearly doubling of the standard deduction for both individuals and couples, has many contemplating how they can still take advantage of the tax benefits associated with charitable giving. Charities that …