Your donor-advised fund can continue making an impact long after you’re no longer actively advising it. A succession plan, or legacy plan, helps ensure your charitable goals are carried out in a way that reflects your interests, priorities, and vision for the future.
You may choose one option or combine several approaches.
Name one or more individuals to continue recommending grants, which are often children, grandchildren, other family members, or trusted individuals who share your commitment to charitable giving. This approach allows the next generation to engage in philanthropy while continuing the charitable legacy you have established.
You can structure their involvement in a couple of ways:
What You’ll Provide
You may designate charities to receive all or a portion of your fund’s assets when your donor-advised fund transitions. This option provides assurance that organizations important to you will continue to benefit from your generosity.
You may provide instructions for:
Some donors prefer to entrust future grantmaking to Greater Horizons. In this approach, we document your charitable interests. When the fund transitions, our philanthropic team and our board of directors use that guidance to recommend grants that align with your charitable intent.
This can be an attractive option when you:
Your succession plan can be customized and updated over time as your family, philanthropic interests, and charitable goals evolve
Every person’s circumstances are unique. Our philanthropic advisors partner with donors and their professional advisors to explore the charitable legacy they hope to create, considering factors such as family involvement, charitable interests, fund balance and desired grantmaking horizon. By combining the donor’s vision with our philanthropic expertise, we help develop and document a succession plan that is customized to your goals and positioned to create meaningful impact.
We’re happy to help. Complete this form and let us know how we can assist you.
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