If you are working with your client to move assets from their personal investment accounts that you manage to their donor-advised fund investment account, you can simply journal the assets to the donor-advised fund investment account. We ask that you notify us at advisorservices@greaterhorizons.org when you initiate a transfer to the fund’s investment account. This helps ensure we record the gift efficiently and accurately reflect who should be listed on the gift acknowledgment for your client’s tax records.
If your client would like to contribute using assets you aren’t managing, they can log in to Greater Horizons’ portal to make a contribution using their credit or debit card. They can also find contribution instructions for mailing checks, cash transfers via wire or ACH, and transferring publicly traded securities. You and your clients can also view our contribution instructions.
If your client would like to contribute complex assets, like closely held business interests or real estate, we recommend contacting us first to discuss.