Donor-advised funds make it easy to help your clients establish an ongoing charitable legacy, allowing them to support the causes most near and dear to their hearts now and after their lifetime.
Greater Horizons is nationally recognized for our ability to handle complex charitable transactions, including donations of private business interests. Both you and your clients will have access to a knowledgeable staff of professionals who empower donors to think creatively about philanthropy.
If you have a client who wants to name their fund at Greater Horizons as a beneficiary of their will or trust, life insurance policy or retirement plan account, the following may be helpful in completing their estate planning documents or beneficiary designation forms.
After describing what your client is leaving to the fund (i.e., a percentage of the estate/trust/account or a specific dollar amount), simply say it will pass “to Greater Horizons for the following component fund: [name of your client’s fund].”
Our staff will be happy to work with you and your client to establish a fund during your client’s lifetime to receive assets at their death. By working together ahead of time, we can ensure your client’s fund will carry out their charitable goals beyond their lifetime.
As a reminder, Greater Horizons is a 501(c)(3) public charity. Our tax identification number (EIN) is 20-0849590.
If charitable giving is part of your client’s estate plan, have a conversation about donor-advised funds and Greater Horizons. Many donors choose to involve their kids and grandkids in their giving – creating philanthropists of the next generation while you build relationships with your clients and their heirs.
Greater Horizons enjoys working with generations of givers.
Contact Corey and Andrea at corporatecounsel@greaterhorizons.org.
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Let’s discuss how donor-advised funds can help your clients leave a legacy of giving.
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