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’ …

A Donor-Advised Fund’s Role in Charitable Investment Management

A Donor-Advised Fund’s Role in Charitable Investment Management

According to Giving USA, charitable giving in the U.S. amounted to a record-breaking $471.44 billion in 2020. But, donors are not using cash or their checkbooks alone to make their donations to charities. Instead, the statistics show donors are supporting nonprofit organizations via grants from their donor-advised funds. National Philanthropic Trust’s 14th annual 2020 Donor-Advised Fund Report published statistics supporting …

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 …

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 …