Greater Horizons' investment program offers the flexibility to customize how your charitable assets are invested to meet your charitable goals, whether they are intermediate or long term.
There are two ways to participate.
Option 1: Have Your Trusted Financial Advisor Manage Your Fund
With this option you can benefit from custom investment management by an advisor you already know and trust. If this option is right for you, simply put us in touch with your financial advisor and our team will take care of the rest.
Option 2: Select Your Own Mix Using One or More of Greater Horizons' Investment Pools
Greater Horizons' investment pools allow you to match your investment strategy with your risk tolerance and long-term objectives for your fund. The pools are organized according to asset class and include the following: Money Market, Short-Term Fixed Income, Intermediate-Term Fixed Income and Equity.
Select or Change Your Investments
You may change your investment mix as often as you like. Mix changes submitted during the month will be implemented at the beginning of the following month. To change your investment options, download and complete the Investment Recommendation Form PDF and return to Donor Services at firstname.lastname@example.org or fax 816.842.8079.