Family dancing and celebrating New Year's Eve outdoors. Confetti in focus.

Planning for 2023 Year-End Giving

peterson@growyourgiving.orgGreater Horizons News, Individual & Family Giving

It’s giving season! As we approach the end of the year, our team at Greater Horizons is all-in to help philanthropists establish new charitable funds, contribute to their funds and process year-end grants to nonprofits. Here are our tips for giving this year-end. Opening a New Charitable Fund at Greater Horizons We’re here to help donors open new donor-advised funds …

Unlocking Philanthropic Potential: 4 Must-Know Benefits About Donor-Advised Funds

Sarah NavranCorporate Giving, Individual & Family Giving

A donor-advised fund is a charitable investment account that allows donors to organize and optimize their giving potential. Although donor-advised funds have been around since the 1930s, they have become the fastest-growing charitable giving vehicle in the United States in recent years. Let’s explore four key benefits that make donor-advised funds at Greater Horizons a popular choice for individuals, families …

Charitable Solutions for Business Owners: Greater Impact, Fewer Worries

breiby@growyourgiving.orgCorporate Giving, Greater Horizons News, Professional Advisors

If you own a private company, you might have a long list of things that keep you up at night. After you tick through budgets, employees, customers and competitors, is your exit strategy at the bottom of the list? If you’re not a late-night worrier, maybe you spend your nights dreaming of retirement, knowing that you’re working hard now to …

Estimate Tax Deductions, Annual Payments, and More Using a Charitable Remainder Trust Calculator

Estimate Tax Deductions, Annual Payments, and More Using a Charitable Remainder Trust Calculator

Wynn ShepardGreater Horizons News

For those with highly appreciated assets and a desire to receive an income stream while mitigating taxes and supporting a charitable organization, a charitable remainder trust (CRT) might be the solution. A CRT is a “split-interest” giving arrangement, allowing philanthropically minded people to support their charitable goals, yet they or their beneficiaries receive income from the trust. Once the distributions …

Your Guide to Donating Complex Assets

breiby@growyourgiving.orgIndividual & Family Giving, Uncategorized

With a donor-advised fund or other charitable investment accounts, you can easily set aside gifts of cash and publicly traded securities for your immediate or long-term grantmaking. Our team at Greater Horizons is equipped to handle more complex gifts to donor-advised funds, too, which means you can consider your full financial portfolio for your philanthropy. In this short video, President …

Estate Planning, Building a Legacy and Talking to Your Clients about Naming Successor Advisors for Donor Advised Funds

Estate Planning, Building a Legacy and Talking to Your Clients about Naming Successor Advisors for Donor-Advised Funds

Wynn ShepardProfessional Advisors

Your clients have worked hard to establish their charitable giving goals, and having a succession plan for their donor-advised funds is one way for them to pass those assets on to their heirs or charitable organizations. Many donors choose to involve their children and grandchildren in their giving, creating philanthropists for future generations. If charitable giving is a part of …