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For Attorneys: Establishing a Philanthropic Legacy through Donor-Advised Funds

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 …

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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 …

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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 …

Engage your employees with a corporate charitable giving program

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

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’ …