FAQ

How can I reallocate the investments in my client’s fund?

While Greater Horizons owns the donor-advised fund investment account, we encourage you to work closely with your clients to implement an investment strategy that aligns with their objectives, time horizon and risk tolerance for their donor-advised fund. You can reallocate the investments at any time, as long as you follow our Financial Advisor Program Responsibilities and Guidelines. You will use your normal process with your selected custodian when rebalancing and managing your clients’ donor-advised fund.