Institutional Services

Financial institutions can partner with Greater Horizons to offer a full-service, private-label giving platform to support their philanthropy through donor-advised funds and other types of charitable giving accounts.

Greater Horizons offers a best-in-class donor and advisor experience, including:

  • Flexible investment options that allow advisors to continue to actively manage clients’ charitable assets. Greater Horizons can also create custom investment pools for clients who may not require individualized investment management.
  • Expertise receiving business interests, life insurance policies, real estate and other illiquid assets into charitable accounts.
  • Custom content to arm advisors with client-facing marketing materials and forms.
  • Additional tools beyond donor-advised funds, including scholarship funds, designated funds and charitable legacy solutions.

Greater Horizons handles all the administration, so financial institutions do not have to worry about the legal and technical aspects of clients’ giving. Contact info@greaterhorizons.org to learn more.