Setting Up A Fund

Establish your fund with just a 15-minute phone call. You can reach us at 866-719-7886. Or, if you would like to get started online, you can use the form below to provide the basics to set up a fund and we will be in touch to complete your Establishing Document.

View our fee schedule, which starts as low as $21 per month. Funds range in size from a few thousand dollars to tens of millions of dollars.

Find out why having a fund at Greater Horizons (a public charity) is more private than having your own private foundation. Download an easy-to-read chart.

 Please enter your full name.

 Please provide your email address

 Please select a phone number to be listed as your primary contact number.

What would you like to name your fund? Grant checks issued from a donor-advised fund to a nonprofit organization typically include the fund name, so if anonymity is preferable, do not include identifying information in the fund name.

 Would you prefer that both the income and principal or only the annual net income from the fund be available for distribution as grants?

Is there anyone besides yourself who would advise the grant distributions from this fund? If so, please list the advisors below. More advisors may be added when you complete your Establishing Document, or at any future date.

 Name of co-advisor

 Name of co-advisor

Upon your death and the death of your current advisors, who would then advise your fund? (Often success advisors are children.) additional successor advisors may be added when you complete your Establishing Document, or at any future date.

 Name of successor advisor

Name of successor advisor

Name of successor advisor

Name of successor advisor

We will use this information to draft the Establishing Document for your fund, and we will contact you within one business day.

The information you are submitting is not legally binding and will not become binding until we receive your signed establishing document.

Thank you for setting up a fund at Greater Horizons!

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