Name

Greater Horizons

Legal name

Greater Horizons

Website

https://www.greaterhorizons.org

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Charitable Fund Administration Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321), Other Grantmaking and Giving Services (813219)

SIC

Investment Advice (6282)

akta.pro primary industry

Donor-Advised Fund (DAF) Sponsors (BPAGAKAF)

akta.pro secondary industry

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Donor-advised funds
• Charitable giving services
• Philanthropic advising
• Corporate giving programs
• Complex asset donations

Headquarters

HQ city

Kansas City

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Administrative Fees on Charitable Funds: Greater Horizons assesses administrative fees on charitable funds under management. The specific fee structure is not publicly disclosed but supports the organization's operations as a 501(c)(3) public charity. Fees are low and reasonable according to corporate giving materials.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels6 records

Core offering

Greater Horizons administers donor-advised funds and other charitable giving vehicles for individuals, families, companies, and institutions. Its offerings include DAFs, supporting organizations, designated, scholarship, agency, and field-of-interest funds, plus corporate giving programs, complex asset donation acceptance (including cryptocurrency and privately held business interests), grantmaking services, philanthropic advising, impact investing, and multiple investment pools including ESG options. The organization is powered by the Greater Kansas City Community Foundation and serves donors nationwide through an online donor portal and advisor partnerships.

Product overview

Greater Horizons offers a comprehensive charitable giving platform centered on donor-advised funds (DAFs) as the primary giving vehicle, supplemented by supporting organizations, designated funds, scholarship funds, agency funds, and field-of-interest funds. The platform integrates corporate giving solutions (corporate DAFs, strategic planning, disaster relief), impact investing services via CapShift partnership, investment pool management (including ESG options), complex asset donation handling, an online donor portal, gift calculators, and philanthropic advising. The company, powered by the Greater Kansas City Community Foundation since 2004, administers 7,407 funds with $6.9 billion in assets.

Differentiator

Problem solved

Functional benefit

Products and services

• Donor-Advised Fund (DAF) A charitable investment account that allows donors to contribute assets for an immediate tax deduction and then make grants to 501(c)(3) charities on their own timeline, with assets invested for tax-free growth. Offered to individuals and families.
• Supporting Organization A separate legal entity public charity that supports other charitable organizations, serving as a flexible alternative to private foundations.
• Designated Fund A fund that supports one specific charity, distributing donations to the designated organization over time.
• Scholarship Fund A fund that supports education by providing scholarships to students from pre-K through postgraduate, where donors set award criteria and serve on selection committees.
• Agency Fund Funds that help nonprofit organizations build long-term assets, serving as a home for reserve funds with Greater Horizons managing investments.
• Field-of-Interest Fund A fund aligned with a distinct program area or community, designed for targeted giving in a specific cause, typically created for legacy purposes.
• Corporate Donor-Advised Fund A corporate giving vehicle that serves as a company foundation, organizing corporate philanthropy under one structure with tax advantages and no minimums for contributions or grants.
• Grantmaking Services Custom grantmaking services provided to foundations, businesses, and other funders, including tools and resources for strategic giving and multigenerational engagement.
• Strategic Planning Assistance A five-step process helping companies align their giving to their philanthropic mission through internal discussions, stakeholder feedback, audits, and holistic planning.
• Disaster Relief Fund Administration Corporate disaster relief fund administration providing guidance and administrative support for companies to respond to disasters through their corporate donor-advised fund.
• Impact Investing Impact investment opportunities including private impact investments and recoverable grants, offered in partnership with CapShift for funds with assets of $500,000 or more, focused on environment, housing, and education.
• Investment Pools Pooled investment options including Domestic Equity, International Equity, Intermediate-Term Fixed Income, Short-Term Fixed Income, and Money Market, with preset allocation mixes ranging from Aggressive to Risk Averse.
• ESG Investment Pools Three ESG-focused investment pools: Social Impact Pool (70% U.S./30% Foreign Stock), Environmental Impact Pool, and Broad ESG Impact Pool, all composed of passive equity investments.
• Complex Asset Donations Acceptance of unique assets including privately held business interests (C-Corp, S-Corp, LLC, LP), private investments, cryptocurrency (Bitcoin, Ethereum, Solana), and real estate for charitable giving.
• Philanthropic Advising Services Professional advisory services including multigenerational engagement, family conversations on giving priorities, legacy planning documentation, and succession planning for charitable funds.
• Financial Advisor Program Program allowing financial advisors to manage donor-advised fund assets on their own platform for funds exceeding $100,000, with access to liquidity accounts and investment flexibility.

Quantifiable outcome

• $676 million deployed from charitable funds to causes across the country in 2024
• +4 more outcomes

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature6 records

Partnerships

One partnership is on record.

• CapShiftcoreTechnology or IntegrationCapShift is a leading provider of impact investing solutions that partners with Greater Horizons to offer private impact investments and recoverable grant opportunities. Available to funds with $500,000+ assets, the partnership provides access to impact opportunities focused on environment, housing, and education through capshift.com/greater-horizons.

Scale indicators12 records

Recent moves7 records

Expansion highlights6 records

Others

• Greater Kansas City Community Foundation: Greater Kansas City Community Foundation is the parent organization that created and powers Greater Horizons. While not a direct competitor, it is the regional community foundation with overlapping charitable services, grantmaking programs, and donor base that Greater Horizons extends to a national scale.

Emerging players

• ImpactAssets: ImpactAssets is a nonprofit donor-advised fund sponsor with a strong emphasis on impact investing and mission-aligned capital deployment. It overlaps with Greater Horizons' CapShift partnership and ESG pool offerings, appealing to donors who want their charitable capital invested for measurable social and environmental outcomes.
• Daffy Charitable: Daffy is a digital-first donor-advised fund sponsor targeting mass-affluent and younger donors with a low-fee, mobile-native giving experience. It is an emerging competitor to Greater Horizons' online donor portal, particularly for donors seeking simple, self-serve DAF setup without an advisor.

Direct peers

• National Philanthropic Trust: National Philanthropic Trust is a national DAF sponsor with roughly $20B+ in charitable assets, focused on HNW donors and donor-advised fund administration. It is directly comparable to Greater Horizons in serving financial advisors, CPAs, and institutions with custom DAF and grantmaking services.
• Fidelity Charitable: Fidelity Charitable is the largest donor-advised fund sponsor in the United States, administering tens of billions of dollars in charitable assets. It competes directly with Greater Horizons for HNW donors, advisor referrals, and corporate giving programs, with very similar DAF, complex-asset, and impact-investing offerings.
• Schwab Charitable: Schwab Charitable is one of the largest national DAF sponsors and is tightly integrated with Schwab's wealth management platform. It competes head-to-head with Greater Horizons for Schwab-affiliated advisors and their client charitable assets, offering comparable investment pools, advisor managed accounts, and complex-asset acceptance.
• Vanguard Charitable: Vanguard Charitable is a national DAF sponsor affiliated with Vanguard's investor base, offering donor-advised funds with multiple investment pools and advisor support. It is a direct competitor to Greater Horizons for Vanguard-affiliated households and advisors seeking low-cost charitable giving vehicles.
• American Endowment Foundation: American Endowment Foundation is an independent national DAF sponsor serving HNW individuals, families, and advisors. It overlaps with Greater Horizons on DAF sponsorship, complex asset donations, and custom giving programs for sophisticated donors.
• Renaissance Charitable Foundation: Renaissance Charitable Foundation is a national donor-advised fund sponsor with comparable offerings around investment pools, advisor support, and complex asset acceptance. It competes with Greater Horizons in the mid-market DAF segment and for financial advisor partnerships outside the largest brokerage platforms.
• BNY Mellon Charitable Gift Fund: BNY Mellon Charitable Gift Fund is a national DAF sponsor operated by a major custody bank, targeting UHNW clients and the bank's wealth advisory network. It competes directly with Greater Horizons for large-dollar DAFs, complex-asset donations, and institutional giving relationships.

Market position

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/greater-horizons

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Greater Horizons