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 …
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 …
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 …
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 …
A new year offers a moment to consider the past and dream of the future. What are you dreaming about and how might your philanthropy change in 2022? You might consider the following questions when setting your philanthropic intentions for 2022: What excites and inspires you? What are the missions and organizations that align most closely with the values most …
