Professional Advisors

For CPAs

Donor-advised funds, or DAFs, simplify and organize charitable giving with full tax benefits.

When your client contributes to a fund, their donation qualifies for the maximum tax deduction allowed by law. And when your client chooses to grant from their DAF instead of writing a check, it saves you time on their tax return.

Plus, you will connect your clients with the most trusted leader in the philanthropic field, gaining access to Greater Horizons’ in-depth knowledge of charitable giving programs and tax strategies.

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About Donor-Advised Funds

Understanding Donor-Advised Funds

  • Clients contribute cash, stock or other complex assets to the fund. Greater Horizons is a 501(c)(3) public charity and will provide tax receipts for clients’ donations.
  • You’ll benefit from streamlined documentation, as clients can use their donor-advised funds for all of their charitable donations. So, you only need to track the contributions into the fund.
  • Charitable dollars grow tax-free. Clients can choose to invest their assets in Greater Horizons’ investment pools, or, if the fund’s assets will exceed $100,000, their financial advisor can manage the investments.
IRA Charitable Rollover

Qualified Charitable Distribution

Donor-advised funds are not eligible to receive qualified charitable distributions (QCDs) from an IRA, but Greater Horizons can set up a designated fund or a scholarship fund to receive the required minimum distribution and help your client avoid taxable income.

To set up a designated fund or a scholarship fund, contact us at info@greaterhorizons.org.

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Resources

Guides & Videos

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Granting Beyond Your Lifetime

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more about our charitable tools?

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