When someone mentions “change,” what comes to mind? For some, change is like a cool, fall breeze after a hot summer. It can feel really nice and full of promise. For others, change is like a strong, fast gust, which can feel like a storm is brewing. If you are using a donor-advised fund or another charitable giving vehicle, you …
Multigenerational charitable giving has become a cornerstone of many families’ philanthropic strategies. Professional advisors can be pivotal in guiding families through the complexities of this process. Professional advisors can also help chart a course that aligns with their client’s goals by fostering meaningful conversations among family members. At Greater Horizons, we partner with hundreds of financial advisors, CPAs, attorneys, and …
