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. 

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.

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

USING A DONOR-ADVISED FUND:

Contributing to a Donor-Advised Fund

Bunching Donations in a Donor-Advised Fund

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

ABOUT US:

2017 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:

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.