Advisor Resources

At Greater Horizons, we make it easier for you to help meet your clients' charitable giving goals with donor-advised funds and other types of charitable giving accounts.

Click to download the following PDFs, or request hard copies of our materials to share with your clients. 

PREVIEW OUR DONOR-ADVISED FUND TOOLKIT:

Donor-Advised Fund Toolkit
This toolkit has everything you and your clients need to set up a donor-advised fund, including donor-advised fund basics, information on contributing to a donor-advised fund, and tax strategies for charitable giving. 

TAX STRATEGIES FOR CHARITABLE GIVING:

Donate and Replace

Bunching Donations in a Donor-Advised Fund

IRA Qualified Charitable Distributions

ABOUT DONOR-ADVISED FUNDS:

Donor-Advised Fund Illustration
How Donor-Advised Funds Work In Three Simple Steps: Give, Grant, Grow

Donor-Advised Funds Make Giving Easy
Steps to Establish a Fund

Administrative Fees

Comparison Chart: Private Foundation vs. Donor-Advised Fund

SETTING UP A DONOR-ADVISED FUND:

Donor-Advised Fund Agreement
Your clients will use this form to establish a fund.

Procedures For The Establishment And Operation Of Funds and Greater Horizons Bylaws, Sections 28 through 40
Please provide this document to your clients upon establishing a fund.

USING A DONOR-ADVISED FUND:

Contributing to a Donor-Advised Fund

Investment Recommendation Form
Your clients can use this form to change their fund's investments.

Giving Complex Assets

Giving Privately Held Business Interests

Donate a Privately Held Business Interest Form
Your clients can use this form to donate business interests.

Giving Real Estate

Donor-Advised Fund Grant Guidelines: Helpful Tips for Using a Charitable Giving Account

Video Tutorial: How to Access Your Fund Online

ABOUT US:

NEW! 2018 Annual Report

Who We Are

FOR FINANCIAL ADVISORS:

Financial Advisor Program
How our financial advisor investment program works, including steps to get started.

Financial Advisor Program Guidelines

ENGAGING WITH YOUR CLIENTS:

Charitable Solutions for Your Clients
We offer a comprehensive platform of charitable tools beyond donor-advised funds, and we can help you and your clients explore all options.

Scholarship Funds
We make it easy for your clients to start and maintain their own scholarship program.

Create Your Charitable Legacy
Questions you can ask clients as you help them sustain their charitable legacy through a donor-advised fund. 

Giving as a Family
Ideas your clients can use to involve multiple generations in their charitable giving.  

Giving Guide
Your clients can use this toolkit to develop strategies for their giving.

How to Talk Giving
Ideas for starting charitable conversations with your clients.