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The Signatry BlogConversations from our thought leader
One Essential Key to Succeeding with Your Children
Fair warning: you’ll want to read to the end of this post for the punchline. I’ve always loved the stories of the kings in the bible. It’s like going to the movies. There are a lot of villains. Really bad kings who do bad things and create disorder. And there are lots of them. It can all be a bit discouraging particularly if you are thinking as a parent. But every now and then, there are some good kings. And they bring light and hope to the nation. There are two that I want to highlight: King Asa and King…Read More
Toys, The Treasury, and Trust
It’s a common story. A person starts a new venture or business. In the early days, the struggle is real, and it’s hard. The trial is marked with uncertainty, much prayer and a building trust. But at some point, there’s a breakthrough. Perhaps it is imperceptible but the struggle is lessened. Or so it seems. And with the success, there’s excess, and with the excess, there becomes indulgence into toys—the trappings of having arrived. Maybe it’s a fancy car, a boat or a second home. The toys are easier to come by when the treasury—the storehouse is stocked. Life is…Read More
On Donor Advised Funds
Hello! I’m Joe Williams, and I’m the President of the Plains Region of The Signatry. I am based in Oklahoma City, and my role is to meet with donors to help them maximize gifting opportunities through strategic giving plans. One of the easiest ways to simplify this process is through the use of a donor advised fund. Donor advised funds have seemed to explode on the charitable giving scene in just a few short years. From 2003 to 2013, there was a whopping 186% growth in donor advised funds. Today, the top charities in the country are donor advised funds…Read More
On Business Sales – Plains Region
Hello! I’m Joe Williams and I’m the President of the Plains Region of The Signatry. My role is to meet with donors to help them maximize gifting opportunities through strategic giving plans. One of The Signatry’s main goals is to maximize charitable giving. A major way way we do this is through giving non-liquids gifts, including portions of closely held businesses. There are some challenges that come with this, but that’s where The Signatry steps in. When selling a business, the owner or owners will face the highest tax liability they will ever face. That liability is locked up the…Read More
The Donor Advised Fund: Your Strategic Tool
Hello! I’m Steve French and I’m President of The Signatry. In my work in Nashville and the rest of the country, I devote my time meeting with advisors, attorneys, individuals, and business owners to develop strategies and solutions to minimize tax liability, while maximizing charitable giving. This is executed with specific emphasis in the area of non-liquid assets such as: stock, real estate, mutual funds, and portions of closely held businesses. One of the easiest ways to simplify this process is through the use of a donor advised fund. Donor advised funds have exploded on the charitable giving scene in…Read More
On Business Sales – South Region
Hello! I’m Steve French and I’m President of The Signatry. As a former business owner, one of my chief regrets was that I missed out on the opportunity for greater generosity and lowered tax liability when I sold my business. With The Signatry, I now work with business owners and advisors faced with similar situations, and we work to develop strategies and solutions to minimize tax liability, while maximizing charitable giving. There are challenges through the process, but that’s where The Signatry steps in. When selling a business, the owner or owners will face the highest tax liability they will…Read More