You may wish to provide your clients with access to view their donor-advised fund custodial account so they can monitor investment activity alongside the personal assets you manage for them. Providing this access may require your clients to complete and sign an authorization form, depending on the custodian’s requirements.
Greater Horizons will remain the owner of the custodial account. Clients will be granted access in a third-party or view-only capacity, subject to the custodian’s policies and procedures.
Your clients will have access to Greater Horizons’ giving portal to view contributions and grants. The investment account balance displayed in the portal is updated monthly and does not reflect investment activity between updates.
