Just as you have financial, legal and tax advisors, you can also use the services of a philanthropic advisor for your charitable pursuits. As a benefit of having a charitable fund at Greater Horizons, you have access to our team of philanthropic advisors’ knowledge and expertise.
Our team starts each conversation by asking, “What’s important to you?” to listen and understand your areas of interest. From there, we can:
With several decades of combined experience, our team of philanthropic advisors can complement your existing advisory team by helping you explore, consider and document your charitable goals and priorities. We specialize in facilitating family meetings to establish charitable giving roadmaps as well as private, customized educational programming.
Articulating your charitable goals and priorities during your lifetime will ensure your philanthropic legacy follows your intentions after you’re gone. We can help you document future plans for your giving, which can complement your existing estate plan. This may include the following:
Jacqueline created her philanthropic legacy plans more than 35 years ago, naming two close friends who would oversee her philanthropy after her lifetime. These individuals, known as “successor advisors,” for Jacqueline’s donor-advised fund, passed away recently. Jacqueline does not have any living family members, so she has entrusted Greater Horizons with carrying out her plans. Jacqueline worked with our advisors to document her intentions for five years following her death, naming the nonprofit organizations, the projects and the community that she wants to support. When the time comes, Greater Horizons will ensure that the organizations receiving Jacqueline’s final grants understand her desire for profound community improvements for people living with physical disabilities.
Steven and Joan live in Miami, but their passions span the globe. Amy and Beth, their two adult children, live in Santa Barbara and New York and are named as successor advisors on their parents’ donor-advised fund. Steven and Joan documented their plan to distribute a percentage of their fund’s assets to organizations in their respective hometowns, Pasadena, California and Omaha, Nebraska, at their deaths, and they’ve arranged for an annual donation for 10 years to support a UNESCO World Heritage site in India. They also documented their mission and values, which they regularly discuss with Amy and Beth, so their daughters can carry their philanthropic legacy forward.
George worked with Greater Horizons in the late 1990s to establish a scholarship fund that awarded college scholarships to students in his community. The awards were renewable, so students could count on receiving tuition assistance throughout their undergraduate years, as long as they maintained a certain GPA. When George passed away 10 years later, his trust provided assets for the scholarship fund so that the scholarships could continue. Additionally, George designated five nonprofit organizations that would receive annual grants after his death via a second charitable fund he established with Greater Horizons, and he left directions for an additional annual grant that Greater Horizons would oversee to respond to pressing needs in the community.
Schedule a call with one of our expert philanthropic advisors to get started today.
