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
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:
Donate a Privately Held Business Interest Form
Your clients can use this form to donate business interests.
FOR FINANCIAL ADVISORS:
Financial Advisor Program
How our financial advisor investment program works, including steps to get started.
ENGAGING WITH YOUR CLIENTS:
Your clients can use this toolkit to develop strategies for their giving.
How to Talk Giving
Ideas for starting charitable conversations with your clients.