FAQ

Who owns the assets in my client’s donor-advised fund?

Greater Horizons – not your client – owns the fund’s assets. Investment accounts are established under Greater Horizons’ tax ID, so investment growth is tax-free.

Because the assets are owned by Greater Horizons, a 501(c)(3) public charity, contributions will qualify for the maximum tax deduction allowed by law. Greater Horizons will provide written acknowledgments for donations of $250 or more for your clients’ tax records.