Most of us have separate accounts for money we want to use for specific purposes. We have checking accounts, money market accounts, 401(k) retirement accounts and 529 college savings accounts, so it's natural that we would have a separate charitable giving account as well.
At Greater Horizons, you can set up a donor-advised fund to help organize and maximize your giving. It's quick and easy to do, and you can customize the account to meet your needs as an individual, family or corporate fund.
Additionally, you can choose to name younger generations as future advisors on the account, passing along the gift of giving and creating a legacy for your philanthropy.
Give cash, stock or other assets to the fund. Your donation is tax deductible, and we do not require a minimum balance for the fund.
Use your fund to support your favorite charities.
Invest through your financial advisor or in our pools. Your charitable dollars grow tax-free.
Set Up a Donor-Advised Fund
We invite everyone to become organized and effective philanthropists through donor-advised funds. Set up your own donor-advised fund today.
Fees start at just $21 per month. See full administrative fee structure.