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With The Signatry, you’ll uncover tools and solutions to empower your clients, maximize their tax savings, and spark world changing generosity. From asset giving to business sales, our mission is to enhance your practice with the tools you need to navigate even the most complex charitable strategies.
Have the conversations that matter
Most families, especially the high net worth, are already investing in charitable giving, and they are relying on your expertise to facilitate their journey. With our tools and resources, discover how to start the conversation with clients, grow your relationships, and learn more about the values and causes they support.
Use our generosity calculator to empower your practice and assist your clients with their charitable decisions on complex assets. See the potential tax savings and benefit to charity.
The Signatry BlogConversations from our thought leaders
Starting 2020 with 20/20 Vision
Over 60% of Americans will make New Year resolutions for 2020. Some of the most popular resolutions for 2020 are losing weight, reading more, spending more time with family, and flying less to help prevent emissions into the environment. While I typically do not have a “resolution” for the New Year, I will build a plan and goals for the next 12 months. What are the goals for financial advisors, lawyers, and accountants for 2020? A quick web search will provide hundreds of tips to improve and grow your practice. These tips include: investing and utilizing new technology, exploring new…Read More
Generosity in the Story of Christmas
Christmas is my favorite time of year. I love the joy and cheer, sweet treats, and the wonder in my children’s eyes when they come down the stairs on Christmas morning. But the thing I love most is the Christmas story! In Chip Ingram’s book, Genius of Generosity, he gives a beautiful picture of how true generosity is demonstrated in the Christmas story. To better explain this, let’s look at the six types of gifts given in the Christmas story. Gift of Treasure – The Wise Men As the leading astrologers of their time, the Magi studied the stars and…Read More
Year-end checklist for Advisors
The leaves and the weather are changing, so that means it is time to start year-end planning sessions with your clients. Take some extra time this fall to consider some of these simple year-end charitable and tax-planning strategies: Bunch a bunch Because of the 2017 tax law changes, several clients may not have enough itemized deductions to surpass the 2019 standard deduction threshold ($12,200 for individuals and $24,400 for married couples filing jointly). However, clients can maximize their deductions by doubling or tripling up charitable contributions one year and skipping the next year(s). This strategy is referred to as “bunching”…Read More