Greater Horizons

Greater Horizons
DAFScore™ : 5.00
Rank : 5.00

AUM

$2.0B

Number of Accounts

2,275

Minimum Balance

$0

Initial Contribution Minimum

$0

Grant Minimum Amount

$0

Grant Timing

Within 1 Week

Investment Options

6 - 10

Administrative Fee

0.6 - 0.9%

Founded in 2004, Greater Horizons is a leading provider of charitable solutions, working alongside donors and their advisors to develop philanthropic legacies. Greater Horizons takes a custom, behind-the-scenes approach with each of their grantmaking clients.

DAF Details

Sponsor Donation Recommendations

International Granting

Accepts Illiquid Contributions

Ability of 3rd Party Advisors

Political or Religious Affiliation

Sell Their Own Financial Products

Tax Requirements

Minimum Grant Frequency Requirement

Provides Anonymity if Requested

Transferability to Another Sponsor

No History of Security Breaches

Customer Service Resources & Quality of Service

Great

Online Access and Ease of Use

Good

More Information

Sponsor Organization

Greater Kansas City Community Foundation

Sponsor Donation Recommendations

None

International Granting

Greater Horizons can make grants to foreign charities the following ways: 1.) Give to U.S.-based charities doing international work. 2.)Give through qualified charitable intermediaries that facilitate direct grants to international charities and conduct the required due diligence.

Accepts Illiquid Contributions

Greater Horizons accepts accets of cash, publicly traded securities, and complex assets. Greater Horizons specializes in accepting complex assets, including : C-Corp or S-Corp Stock, LLC Interests, Limited Partnership Interests, Real Estate, Retirement Plans, Oil & Gas Interests, Private Equity, and Cryptocurrency.

3rd Party Advisors

You may name unlimited Fund Advisors and Professional Avisors at any time to make recommendations for all Fund-related matters, including grants, investments, and online account access.

Political or Religious Affiliation

Greater Horizons is independent of any religious or political organizations.

Sell Their Own Financial Products

None

Tax Requirements

There is no tax code requirement for DAF donors to meet a minimum payout requirement.

Minimum Grant Frequency

No Requirement

Overall Grant Restrictions

Greater Horizons will not make grants to organizations that have not met 501(c)(3) IRS requirements.

Provides Anonymity

You may choose to make anonymous grants from your DAF account.

Investment Options

Greater Horizons’ investment pools allow you to match your investment strategy with your risk tolerance and long-term objectives for your fund. The investment pools include: Domestic Equity, International Equity, Intermediate-Term Fixed Income, Short-Term Fixed Income, and Money Market. In addition to the pools listed above, you can choose from three ESG pools that are made up of passive equity investments.

Transferability to Another Sponsor

Assets can be transfered to another DAF sponsor that is also a 501(c)(3) charitiy.

History of Security Breaches

None

Administrative Fees

First $500,000, greater of 0.60% or $250; 0.30% on the next $500,000; 0.20% on the next $1.5 million; 0.15% on the next $2,499,999; other flat fees for accounts above $5,000,000

Customer Service

Dedicated team for support. •816-842-8139 •info@greaterhorizons.org

Online Access & Ease of Use

Online Platform

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