Donor-Advised Funds Make Charitable Giving Easier

A solution to maximize both charitable giving and tax savings.

Donor-advised funds simplify and organize charitable giving. Once a donor-advised fund is funded with your client’s donation of cash, stock or complex assets, those contributions offer maximum tax benefits to your client and streamlined documentation for you. Plus, you will be connecting your clients with the most trusted leader in the philanthropic field, gaining access to our in-depth knowledge of charitable giving programs.

Maximize Your Client’s Charitable Giving and Tax Savings at the Same Time

Donor-advised funds can help your clients receive maximum tax benefits while maintaining their same level and frequency of financial support to charities across the country. Greater Horizons is a public charity, so your clients are eligible to receive the maximum tax deduction allowed by law when making contributions to their donor-advised fund, and may be able to avoid capital gains tax on gifts of appreciated assets. Regardless of how many charities your clients support through their fund, there is just one tax receipt for each donation made to their donor-advised fund.

What is a Donor-Advised Fund?

Our donor-advised funds make charitable giving easy, efficient and rewarding without unnecessary rules or limitations.

  • Your clients can choose to invest their assets in the Greater Horizons’ investment pools, or, if the fund's assets will exceed $100,000, their financial advisor can manage the investments.
  • Your clients contribute cash, stock or other complex assets to the fund and their charitable dollars grow tax free.
  • Your clients receive online access to their fund and are able to easily request grants, track the fund’s charitable activity and access quarterly fund statements.
  • Your clients can name successor advisors to their fund, involving future generations in their charitable goals and giving, allowing you to establish and foster connections with the next generation.

Identify Your Ideal Clients

Think about your clients who fit the descriptions below – they might be an ideal fit for a donor-advised fund. We often work with clients who:

  • Are in a transition phase of life – empty nest, nearing retirement, involved in estate planning
  • Want to create and leave a legacy for future generations
  • Desire a charitable tax deduction now with the flexibility to make distributions in the future
  • Want to grow their contributions tax-free over time
  • Are holding appreciated assets (publicly traded securities or other complex assets) and have high capital gains tax exposure
  • Plan to sell a private company
  • Are private about their wealth and/or giving

IRA Charitable Rollover: Qualified Charitable Distribution

While the SECURE Act increased the age to begin taking a required minimum distribution from an IRA to age 72, clients age 70.5 or over may continue to make qualified charitable distributions (QCDs) up to $105,000 from their IRAs. Donor-advised funds are not eligible to receive QCDs, but we can set up a designated fund or a scholarship fund to receive a QCD. A QCD can help your client avoid taxable income.

To set up a designated fund or a scholarship fund, contact us at You can review the information we will need to set up your fund in the links below.

Designated Fund Agreement

Scholarship Fund Agreement

Interested in learning more about our charitable tools?

Let's discuss how we can help your clients organize their giving and maximize tax benefits.