If the investment account is held at Fidelity or Schwab, Greater Horizons can journal cash from the donor-advised fund’s investment account into Greater Horizons’ corporate account at Fidelity or Schwab. In this case, we will contact you or a member of your team via secure email or fax, letting you know how much cash we need and the date we will initiate the transfer to our corporate account, typically two days after we send the notice. If you need additional time to raise the cash, let us know, and we can adjust our timeline.
If the investment account is not held at Fidelity or Schwab, we will contact you or a member of your team via secure email or fax to request cash via check, wire or ACH.