Charitable Planning Resources for Advisors

Christian financial advisors stand in a unique position to help their clients steward their resources for God’s kingdom.

a group of financial advisors looking through advisor resources

In an increasingly competitive market, connecting with your clients over the faith and values you share—and how those values can be lived out through wealth management—is one of the best ways to differentiate your practice and support your clients.

Walk with your clients and help them live generously through innovative charitable giving strategies. Expand your client’s vision for what’s possible and get excited with them about the impact they can have for God’s kingdom. These resources will help you and your client understand what charitable tools are available to live out this vision.

Fund Information for Advisors

Everything you need to know about how you can partner with The Signatry to connect more deeply with your clients charitable giving goals and differentiate your practice can be found here.

About The Signatry for Advisors

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How Donor Advised Funds Work

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DAF Startup Guide

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About DAFs for Advisors

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About Advisor Managed Accounts with The Signatry

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Setting Up Advisor Managed Accounts

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Family Resources for Your Clients

Strengthen your relationship with your client and their family members by creating opportunities for them to discuss their shared values and stewardship goals.

Keys to Shaping Your Family’s Legacy

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Building a Generosity Plan

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5 Principles of Biblical Stewardship

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Generosity Tools for Your Clients

Share these fact sheets with your clients as you discuss the best charitable giving strategies for their situation.

About Donor Advised Funds

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Designated Funds: Solution for IRA Giving

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Charitable Giving Strategies: Giving Life Insurance

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Charitable Giving Strategies: Charitable Bunching

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Non-cash Asset Giving: Business Interest Donations

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Non-cash Asset Giving: 3 Questions to Ask Before Selling Your Business

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Non-cash Asset Giving: Give Before the Sale

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Non-cash Asset Giving: Real Estate Interest Donations

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Non-cash Asset Giving: Publicly Traded Security Donations

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Donor Advised Funds vs. Private Foundations

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Comparing Charitable Options

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