Multigenerational charitable giving has become a cornerstone of many families’ philanthropic strategies. Professional advisors can be pivotal in guiding families through the complexities of this process. Professional advisors can also help chart a course that aligns with their client’s goals by fostering meaningful conversations among family members. At Greater Horizons, we partner with hundreds of financial advisors, CPAs, attorneys, and …
Mariner is a national financial services firm dedicated to positively impacting the lives of many, including clients, associates and communities. This commitment started in 2006 with CEO Marty Bicknell, who has embedded a culture of giving back into the firm’s core values. Since 2021, Mariner has utilized Greater Horizons’ corporate giving services to further enhance its corporate philanthropy program. The …
Earlier this summer, Giving USA released its annual report on giving trends in the United States, highlighting data from 2023. While we’re in the thick of 2024, it may be hard to recall notable moments from 2023. Last year, many entered the year gearing up for a recession. As it turns out, the economy performed better than anticipated, but inflation remained stubbornly …
Often when we consider charitable giving, we first think of giving cash or stock. Yet, for many philanthropists, the bulk of their wealth lies in other types of assets, like investments in real estate or private businesses. Sometimes, grassroots or smaller charities aren’t equipped to receive gifts of appreciated assets. This is where donor-advised funds can shine, allowing philanthropists to …
A rapidly growing alternative to traditional monetary and banking systems, cryptocurrency is now finding its place in the philanthropic world. Foundations and other nonprofits are implementing new solutions to be able to accept and leverage cryptocurrency donations. Greater Horizons is part of this movement, able to help cryptocurrency donors achieve their philanthropic goals in a flexible and secure way. What …
Estate planning attorneys have a number of resources available to help clients achieve their charitable goals after they’ve passed. Among the tools available, a donor-advised fund with a documented grantmaking plan is an excellent option for clients to forge a lasting legacy of generosity that extends to future generations. We can help your clients extend their charitable goals beyond their …
From major life transitions to the small moments in between, financial advisors can be there for every step along the way. Many clients lean on financial advisors to seek guidance in growing their wealth for personal life experiences, but also to use it to better the world around them. Among the different types of charitable investment accounts available, donor-advised funds …
While donor-advised funds have been around since the 1930s, they have recently become the fastest-growing charitable vehicle in the United States, and the Donor Advised Fund Research Collaborative (DAFRC) is at the forefront of leading efforts to study them. The DAFRC aims to help improve best practices and broaden the understanding of how donor-advised funds work in the charitable giving landscape. The …
If you’re stepping into retirement, you might be asking yourself, “What’s next?” Many donors we meet at Greater Horizons already have their answer. They’re pivoting from their working years to their giving years. Some might establish a donor-advised fund. Others dedicate more time to volunteering. Those who are at least 70 ½ years old have another option, as they may …
Late in 2023, Merriam-Webster announced that their word of the year was “authentic.” According to Merriam-Webster, the term had an increase in searches “driven by stories and conversations about AI, celebrity culture, identity, and social media.” Perhaps people were inspired to become more authentic because of the significant events and cultural moments that shaped 2023. While we can’t know what …
