Use our calculators to explore potential tax benefits related to charitable giving.
Greater Horizons helps donors achieve their charitable goals through donor-advised funds and other giving vehicles. Whether you give $25 or $25,000, every charitable contribution makes a positive difference. We help you streamline the giving process and maximize your charitable dollars.
Charitable giving requires forward-thinking and using giving vehicles to create a succession plan that honors donors’ legacies and allows future generations to continue giving in perpetuity. If there are no heirs, we can create and oversee giving programs that will support your charitable intent. Either way, there are a variety of options to achieve charitable goals.
Calculate the potential tax benefits associated with gifts of cash and/or appreciated assets (publicly traded securities, closely held stock or real estate) during your lifetime.
Rising Interest Rates and New Legislation Increase Likelihood of Donors Utilizing Charitable Remainder Trusts
With rising interest rates and new legislation that allows a one-time, qualified charitable distribution (QCD) to a newly created charitable remainder trust (CRT), charities may see an increase in the number of donors utilizing CRTs as a charitable strategy.
Using Your Donor-Advised Fund in Conjunction with Your Charitable Remainder Trust
If you are interested in establishing a CRT, you will need to engage independent counsel to assist with that process. Note, you may name a donor-advised fund as the remainder beneficiary in the trust agreement. This helps consolidate your charitable funds after the CRT makes the required income payments, allowing you to efficiently support the causes and charities you care most about.
Naming Your Donor-Advised Fund as the Remainder Beneficiary of a Charitable Remainder Trust
To name your donor-advised as the remainder beneficiary of a CRT, list Greater Horizons (EIN: 20-0849590) 1055 Broadway Boulevard, Suite 130 Kansas City, MO 64105 1055 Broadway Boulevard, Suite 130 Kansas City, MO 64105 for [the name of your donor-advised fund] as the remainder beneficiary in your trust agreement.