Contribute via Wire Transfer or ACH

If your fund’s assets are invested separately in a financial advisor-managed account, please work with your financial advisor to contribute to your fund. You do not need to complete this form.

If your fund’s assets are invested in Greater Horizons’ investment pools, use the following form to notify Greater Horizons of your intent to contribute via wire transfer or ACH.

If Greater Horizons does not receive proper notification of a contribution using this form, the cash will be placed into a suspense account. If the contribution remains unidentified despite our best efforts, the contribution will be placed into a general fund and will not be credited to your Fund.

After completing this form, please contact your financial institution to initiate the transfer.

Wire Transfer or ACH

Use this form to notify Greater Horizons of your intent to contribute to your fund via wire transfer or ACH.

Name of Person(s) or Entity Making the Contribution(Required)

Please provide an email and phone number for questions related to the gift.

Email(Required)

Phone

Delivering Bank Name(Required)

Financial Advisor Name and Email (if applicable)

Greater Horizons Fund Name(Required)

Greater Horizons Fund ID (if known)

Anticipated Transfer Date(Required)

Anticipated Transfer Date (Required)

Amount(Required)

Additional Information

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