After establishing your donor-advised fund and setting charitable assets aside for philanthropy, it’s time to get to the fun part, grantmaking. Now, you can use the funds from your donor-advised fund to support your favorite nonprofits. As your trusted partner to support your grantmaking, we are here to help. Director of Donor and Corporate Services Brian Motl breaks down some …
In the face of disaster, communities worldwide rely on the generosity and compassion of individuals willing to lend a helping hand to those in need. Disaster relief granting from donor-advised funds plays a critical role in providing immediate and long-term assistance to communities impacted by devastating events. Many often wonder what the disaster relief process looks like and how this …
Whether going on a trip or hosting a backyard barbecue, summer is an excellent time for families to connect and make memories. Another activity families can do together this summer is philanthropy. Taking time to explore your family’s philanthropy can be a great way to build stronger relationships while contributing to something meaningful. Here at Greater Horizons, we work with many …
Part III – Putting Together the Puzzle “Not everything that counts can be counted – and not everything that can be counted counts.” – Albert Einstein What counts when determining whether you will give to a nonprofit organization? What matters to you most? Is it the mission? Is it how they deliver programs and services? Is it who they are …
Part II – The Less is More Approach “I want to do fewer things, that are the right things, and I want to do them better.” – Unknown Regardless of asset size, all donors have limits to their time and monetary contributions. Not all things you value or want to engage in are attainable with meaningful impact. Rather than trying …
I often joke with people that in my former life, I was a college soccer coach because many people don’t understand what the job of collegiate coaching really entails or how the job connects to the work of countless other professions. During my time in college athletics, I also started my own sport psychology consultation business after working under some …
As we’re settling into a new year, some of us may be leaning into new routines and rhythms in an effort to better ourselves, our families, or our communities. As you’re fine-tuning your plans and vision for 2023, consider what your philanthropic goals look like and how you might alter your giving moving forward. Here’s a short list of things …
The act of storytelling and story keeping is an important piece of understanding and knowing ourselves and others around us. The stories we tell and the stories we hear transcend generations and shape who we are today. Many of our formative memories often involve the holiday season. Why? Families are often focused on creating special memories and traditions, and for …
Passing along charitable values can seem like a daunting task while balancing everything else. Senior Philanthropic Advisors Gwen Wurst and Whitney Hosty share ways you can involve others in your philanthropic journey. As parents, sisters and aunts themselves, they know first-hand easy ways to get started. Gwen and Whitney chat through: Small everyday acts that spread generosity Easy ways to …
Creating a charitable legacy is essential for philanthropists. How do you ensure your charitable intent is passed along beyond your lifetime? When using a donor-advised fund, one way to pass along your charitable intent is to name successor advisors to advise your fund when you are no longer able to do so. In this clip, Senior Philanthropic Advisors Whitney Hosty …
