For many donors and their families, it is very important to carefully develop and document their charitable plans. At Greater Horizons, we work with donors every day to ensure donors’ charitable legacies are carried out during and beyond their lifetimes.
Have you thought about what will happen to your charitable fund after your lifetime? We offer several different options to consider:
Gather and Unify
Your successor advisors can make grants based on your documented charitable intent.
Divide and Multiply
You can split your original donor-advised fund into multiple funds so each successor advisor has their own fund from which they can grant to their favorite charities.
Leave the Work to Us
We can manage the grantmaking from your fund based on your documented charitable intent.
You can designate a portion of your charitable assets for your successor advisors to grant from while we grant the remaining assets according to your documented plans.
We are happy to work with donors and their families to decide which option works best.
Check out our new resource, Use a Charitable Fund – Now and Beyond Your Lifetime and contact us with any questions at firstname.lastname@example.org or 866.719.7886.
Authored by: Whitney Hosty, Senior Philanthropic Advisor