Amplify Your Practice
As a financial advisor, clients rely on your expertise to guide their financial journeys. In an increasingly competitive market, introducing them to charitable giving strategies can help you distinguish your practice and serve your clients in meaningful ways.
As more and more families practice generosity, you serve a crucial role in guiding them through the planning, tax, and impact opportunities of charitable giving strategies. At The Signatry, we help you to deepen those relationships through the power of charitable giving.
Generosity Calculator
Use our generosity calculator to guide your clients with charitable decisions on complex assets. See the potential tax savings and benefit to charity.
Advisor Resources
Tools, insights, and advice for advisors who are ready for a competitive edge.