Charitable Solutions for Private Foundations

Wynn Shepard Individual & Family Giving

Charitable Solutions for Private Foundations

Your private family foundation is the cornerstone of your philanthropic legacy. Greater Horizons brings a wealth of charitable solutions to private foundations, helping to ensure your family’s philanthropic legacy continues to grow and significantly impact the people and causes you support. Doing so with the help of a philanthropic advisor can maximize your impact over the short and long term, exponentially expanding the potential reach of your private foundation into the future.

Today, private foundations are a fast-growing sector of philanthropy in the United States. Greater Horizons has been able to help private foundation leadership make the most of their philanthropic goals. Of critical importance to any private foundation is the quality of the strategic planning they receive.

A relationship with a Greater Horizons philanthropic advisor begins with a simple conversation to understand the goals and current situation of your foundation. Do you focus on a cause or serve a particular population? Are you hoping to increase the amount of impact your charitable investments make? Do you need guidance on grantmaking best practices? Do you need assistance facilitating a particularly difficult discussion among board or family members? How about a roadmap for future strategic growth and charitable partnerships? Greater Horizons has extensive experience guiding charitable foundations through these and many other charitable solutions.

Your philanthropic advisor will then discuss our menu of charitable solutions. These can range from consulting on legal issues in giving, to fully staffing the office of your foundation. Our charitable solutions are completely customizable to address the needs of your foundation.

Charitable Solutions Available for Private Foundations:

  • Vision and strategy consulting
  • Board meeting facilitation
  • Succession planning
  • Multigenerational engagement
  • Grant recommendations
  • Accounting and reporting for required distributions and tax filings
  • Research on nonprofit organizations and interest areas

Flexible Charitable Solutions

Services from Greater Horizons are intentionally flexible to meet the needs of your private foundation. You determine our level of involvement:

  • Our philanthropic advisors can work alongside your board members, family members, and family offices. Having a philanthropic advisor on hand is particularly useful in helping families navigate today’s charitable giving landscape. Our philanthropic advisors are also adept at reading the tone of the room to help navigate and advise on important decision points for the family or board, or to proactively facilitate potentially difficult conversations across multiple generations.
  • Or, Greater Horizons can fully staff and manage day-to-day activities on behalf of your foundation. This approach offers a scalable solution to running your foundation without adding headcount, benefits, and employee management. Working at your direction, Greater Horizons staff executes your vision while providing expert guidance.

Since 2004, Greater Horizons has helped private foundations grow and grant to the charities that matter to our private foundation clients. Our professional advisors are trained and certified to guide your legacy well beyond your lifetime.

Fees for charitable solutions vary based on the services provided. Contact us at info@greaterhorizons.org to learn more and to connect with one of our philanthropic advisors for a no-obligation consultation.


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