Contact Professional Advisor Services at advisorservices@greaterhorizons.org.
Explore the different types of funds below to find the best match for your clients’ needs.
Assets held in all Greater Horizons’ charitable funds are invested and grow tax-free. Learn more about financial advisor managed accounts.
A donor-advised fund is a charitable investment account that is used to support the charitable organizations your clients care about. Learn more about donor-advised funds for your clients. Business owners may also be interested in our corporate donor-advised fund.
A supporting organization is a public charity that supports other charitable organizations. A supporting organization is a popular alternative to a private foundation because of the flexibility and services we provide. Contact info@greaterhorizons.org to learn more about establishing a supporting organization.
If your client has a favorite charity that is near and dear to their heart, a designated fund might be the perfect fit. Your clients can set up additional designated funds if they wish to support more than one charity.
To set up a designated fund, contact us at info@greaterhorizons.org. You can also download our sample Designated Fund Agreement to review the information we will need.
Your clients can support education through a scholarship fund that invests in deserving students from pre-K through postgraduate.
They can set the award criteria and serve on a selection committee to choose the scholarship recipients.
Greater Horizons:
The minimum amount required to open a scholarship fund at Greater Horizons is $100,000.
To set up a scholarship fund, contact us at info@greaterhorizons.org. You can download our sample Scholarship Fund Agreement to review the information needed to get started.
Your clients can create and preserve their charitable legacy through a field-of-interest fund. A field-of-interest fund is aligned with a distinct program area or community. These funds are typically created by individuals, families and organizations who want to ensure their charitable dollars are used for targeted giving. Contact info@greaterhorizons.org to learn more about establishing a field-of-interest fund.
Our job is to arm you with succinct, effective solutions for your clients. It starts with donor-advised funds and extends to other charitable vehicles and accepting complex assets.
You and your clients have a friendly team answering your calls and emails.
Giving should be easy. Your clients can use donor-advised funds for all of their giving, without being constrained by unnecessary limitations and minimums.
Your clients expect us to be forward-thinking. We think carefully with you and your clients about succession planning, so future generations can continue to give in perpetuity.
We can help you help your clients reach their desired charitable impact through legacy planning, multigenerational engagement, philanthropy best practices and more. Learn more about our philanthropic advising services.
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