Learn how you can contribute to your fund to maximize the amount you give to charity. Options include donations of appreciated stock and complex assets, like real estate and privately held business interests. Corey Ziegler, vice president and corporate counsel, Greater Horizons, discusses the basic structure of a donor-advised fund and what types of assets can be donated to one. …
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 …
Trust is the foundation for all of our relationships – it can make, build, and break any bond. It is no different for the relationship between donors and nonprofits. Leaning into trust as a donor is a key tool in expanding your relationship with an organization and supports charitable giving that is both meaningful and impactful. Tune in to the …
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 …
As we approach the end of the year, our team is ready to process your year-end grants to nonprofits and contributions to your charitable fund. All assets must be received by Dec. 31 to qualify for a 2022 tax deduction. Please keep the following dates in mind when contributing to your fund. Contact our team with questions – we’re here …
We often feel helpless in the face of a single natural disaster. It can be paralyzing trying to comprehend the damage created by two disasters that occurred nearly simultaneously. Hurricane Fiona landed in Puerto Rico and the Dominican Republic on Sunday, Sept. 18 claiming more than two dozen lives and causing the worst flooding Puerto Rico has seen since Hurricane …
What does it mean to be a grantmaker, and what does it look like from a donor-advised fund? In this video, Senior Philanthropic Advisors Nicole Stuke and Whitney Hosty share the ins and outs of making grants through a charitable fund at Greater Horizons. They cover: Types of grants made through donor-advised funds The benefits of formulating a grantmaking strategy …
When the market is volatile, investment experts will tell you to keep your emotions out of your decisions and stay the course. But for many, charitable giving is inherently emotional. Stories of those in need tug at our heartstrings, and as the market turns downward, our communities’ needs grow. So it’s critical that we can access donor-advised fund assets to …
In another record-breaking year, Greater Horizons donors sent more grants out the door from their charitable funds than ever before. Donor-advised funds continue to be our most popular type of charitable fund, providing donors the flexibility to set aside money in a charitable investment account for tax-free growth to maximize donations to nonprofit organizations. See more about the remarkable work …
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 …
