Whether you’re new to using a donor-advised fund or are a seasoned giver, Greater Horizons is here to empower your philanthropy at every stage. We invite you to an insightful session designed to help you make the most of your donor-advised fund.
In this session, we’ll explore:
- All of the ways you can contribute to your fund. - The key guidelines we follow to ensure your fund activity meets IRS requirements. - How our philanthropic advisors can enhance your giving experience. - Navigating your fund online to track fund activity and seamlessly submit grant requests.
This session is perfect for philanthropists and wealth managers looking to deepen their understanding of donor-advised funds and the range of services we provide.
When? Tuesday, February 25 11 to 11:45 a.m. Central on Microsoft Teams
Questions? Contact Sarah Navran at events@greaterhorizons.org or 816.842.9126.
First Name (Required)
Last Name (Required)
Email (Required)
Fund Name or Fund ID
Comments
Speakers
Sarah Forgey Senior Philanthropic Advisor
Mariah Roady Philanthropic Advisor
We strive to host inclusive, accessible convenings that enable all individuals to engage fully. To request an accommodation or for inquiries about accessibility, please contact Sarah Navran at events@greaterhorizons.org.
