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 …