Charitable giving often intersects with a wide range of clients’ goals, from tax planning and business transitions to family engagement and legacy. As a legal advisor, you play a key role in helping clients structure their philanthropy to support both immediate impact and long-term intentions.
Donor-advised funds make it easy for your clients to establish and grow their charitable legacies, supporting their favorite causes now and beyond their lifetimes.
A donor-advised fund can simplify clients’ charitable giving while supporting sophisticated planning strategies. Clients make tax-deductible contributions to their funds, and the assets are invested for tax-free growth. Then, clients recommend grants to 501(c)(3) public charities, including religious organizations, educational institutions and governmental entities, over time.
Greater Horizons is nationally recognized for its ability to handle complex charitable transactions, including donations of privately held business interests, private equity, cryptocurrency and real estate.
Our team will be happy to work with you and your client to establish a donor-advised fund during your client’s lifetime to receive assets at their death. A donor-advised fund can be named as a beneficiary in a will, trust, life insurance policy or retirement plan. The following may be helpful in completing their estate planning documents or beneficiary designation forms.
After describing what your client is leaving to the fund (i.e., a percentage of the estate/trust/account or a specific dollar amount), simply say it will pass“to Greater Horizons for the following component fund: [name of your client’s fund].” If needed, you can note that Greater Horizons is a 501(c)(3) public charity. Our tax identification number (EIN) is 20-0849590.
Our team can work with your clients to name family members or trusted individuals to advise their fund or to name specific charities or charitable interest areas to receive grants from their fund.
By working together ahead of time, we can ensure your client’s fund will carry out their charitable goals beyond their lifetime.
If charitable giving is part of your clients’ estate plans, a donor-advised fund can bring the next generation into the conversation. You and your clients can work with our philanthropic advisors to foster multigenerational engagement, guide family conversations about giving priorities and document future plans for their philanthropy.
Contact our team to learn how we can support you and your clients.
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