Resources for Professional Advisors
Helpful resources, tools and more that make donor-advised funds easy.
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.
Donor-Advised Fund Toolkit
This toolkit has all the information you and your clients need to set up a donor-advised fund, including donor-advised fund basics, best practices for contributing to donor-advised funds, and tax strategies for charitable giving.
Donor-Advised Funds – Your Charitable Giving Account
How donor-advised funds work.
Why choose a donor-advised fund over a private foundation?
Donor-Advised Fund Agreement
Your clients will use this form to establish a fund.
Update a Donor-Advised Fund Form
Your clients will use this form to make changes to their fund.
Corporate Donor-Advised Fund Agreement
Clients who own businesses can use this form to establish a corporate foundation.
Donor-Advised Fund Grant Guidelines
Helpful tips for using a charitable giving account.
Set Up Another Type of Fund:
Designated Fund Agreement
Your clients will use this form to establish a designated fund.
Your clients can establish a fund that provides scholarships to students.
Scholarship Fund Agreement
Your clients will use this form to establish a scholarship fund.
Contributing to a Greater Horizons Fund:
Contributing to a Fund
Consider assets beyond cash.
Donate Real Estate Form
Your clients can use this form to donate real estate.
Donate a Privately Held Business Interest Form
Your clients can use this form to donate business interests.
Investments and Financial Advisor Program
Investment Recommendation Form
Your clients can use this form to change their fund’s investments.
Financial Advisor Program
How our financial advisor investment program works, including steps to get started.
Tax Strategies for Charitable Giving
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.
Create Your Charitable Legacy
Questions you can ask clients as you help them sustain their charitable legacy through a donor-advised fund.
Use a Charitable Fund Now and Beyond Your Lifetime
Your clients can achieve their charitable goals during and after their lifetime through charitable funds.
Document Your Charitable Legacy
Use this form to help your clients articulate their charitable goals and priorities for giving beyond their lifetimes.
Giving as a Family
Ideas your clients can use to involve multiple generations in their charitable giving.
Your clients can use this toolkit to develop strategies for their giving.
How to Talk Giving
Ideas for starting charitable conversations with your clients.