Fueling Nonprofit Success: The Role of Donor-Advised Funds

Here at Greater Horizons, we regularly establish all types of charitable funds for individuals, families, companies and even charities. What’s the most popular charitable vehicle we encounter? It’s easily the donor-advised fund. These funds make up more than half of our assets and the majority of our annual contribution and grant totals. Our donors choose to give with a donor-advised …

Charitable Solutions for Business Owners: Greater Impact, Fewer Worries

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 …

Power of Participatory Grantmaking: A Conversation with Food & Farm Communications Fund

Esperanza Pallana, Executive Director of the Food and Farm Communications Fund, recently joined Gwen Wurst, a Senior Philanthropic Advisor at Greater Horizons for an insightful conversation on the power of participatory grantmaking and how the Fund is transforming our food systems. Relying on a donor-advised fund for administrative structure and support, the Food and Farm Communications Fund is able to …

Your Guide to Donating Complex Assets

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 …

Forbes Insights: Donor-Advised Funds Provide Lasting Support for Charities

In a recent Forbes article, “Donor-Advised Funds and Charities: Partnering to Provide Lasting Support,” Greater Horizons President and CEO Debbie Wilkerson highlights the benefits and potential of donor-advised funds in enhancing charitable giving. The piece addresses the growing importance of donor-advised funds in the philanthropic landscape, specifically their tax advantages, flexibility, and ability to simplify and streamline the giving process. …

Building a Philanthropic Playbook – Part One: Building Clarity and Setting the Foundation

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 …

Making the Most of a Charitable Solution: GIVE to a Donor-Advised Fund

Making the Most of a Charitable Solution: GIVE to a Donor-Advised Fund

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. …