Cross Seas of Philanthropy: A Q&A with Jeremy Tennenbaum of Vanguard

Jeremy Tennenbaum, senior nonprofit strategist at Vanguard, recently sat down for an insightful conversation with Nicole Stuke, Philanthropic Advisor at Greater Horizons. The pair discuss current challenges and trends impacting philanthropy today and Jeremy shares advice and predictions for what the future of giving looks like. Who’s Who in the Q&A? Philanthropic Advisor Nicole Stuke works with nonprofits to help …

Holiday Giving…in Summer?

We see a significant uptick in our donors’ grants to charities during the winter holiday season, usually after Thanksgiving. It’s called “The Giving Season” for a reason. Nonprofits send out year-end reminders to make donations, and our donors respond generously. But…why wait? Because you made the smart decision to organize your giving using a donor-advised fund, you can make grants …

Naming Your Charitable Fund

When you’re ready to open a new donor-advised fund, scholarship fund, or any other kind of charitable fund at Greater Horizons, one of the first things you’ll be asked to do is come up with a name for your fund. For some, this is one of the most enjoyable aspects of setting up a fund. For others, it may be …

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

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 …

How to Help: Responding to the Crisis in Ukraine

Philanthropists and humanitarians around the globe are watching the unfolding crisis in Ukraine as a result of Russia’s invasion earlier this week. The Center for Disaster Philanthropy, the leading expert in helping donors maximize their impact in response to domestic and global disasters, has shared the following information: “Russian President Vladimir Putin’s assaults on multiple cities in Ukraine began overnight …

Your FAQs About Successor Advisors

Successor advisors are important in continuing your charitable legacy beyond your lifetime. Whitney Hosty, Senior Philanthropic Advisor, answers your questions about the role of successor advisors. Q: What is a successor advisor? A: Successor advisors are the individuals from whom our staff will take direction about your charitable fund when you are no longer able to do so, particularly regarding …