Your client should complete and sign Greater Horizons’ Donor-Advised Fund Agreement. If your client plans to contribute at least $100,000 to the fund within one year of opening, you can manage the fund’s investments on your investment platform in a financial advisor managed account. (Note: If your client’s fund will be less than $100,000, you can help them select the best option from Greater Horizons’ passively managed investment pools, and they can list you as an authorized party to access the fund if they choose.)
For financial advisor managed accounts, your client should list you as the fund’s investment manager in the Fund Agreement. Once we receive the Fund Agreement, someone from Greater Horizons will call your team to set up the custodial account for the fund’s investments. Since Greater Horizons owns the assets, you will not need to request additional signatures from your client beyond the Fund Agreement.
What we need from you:
What we will provide to set up the investment account:
