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Amplify Your Practice.

Unlock Greater Solutions

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.

Your Tools

There is a world of solutions ready, and we are here to support.

  • Charitable
    Strategies

    Donate stock and experience the charitable and tax benefits

    • Reduce taxes in a business sale with a charitable giving strategy

    • Use real estate as an engine for generosity

  • Separately Managed
    Accounts

    • Provide continuity of experience for your clients by maintaining investment management of the donor advised fund

    • Deepen relationships with clients as you support their philanthropy and investment goals

    • No minimum account balance required to establish a separately managed account. Learn more on how to begin

  • Generosity
    Solutions

    • Meet with our gift planning experts and learn how to build a legacy mindset

    • Use The Signatry donor advised funds to simplify giving, tax deductions, and contribution receipts

    • Ensure your clients’ values will be honored through our biblically responsible investment pools

    • Simplified ways to gift publicly traded securities

Generosity Calculator

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.

Get Started

“Bill High has been a visionary for stewardship and giving for many years. He has always asked the hard questions and challenged each one of us to think beyond ourselves and the status quo. God has called us to align with His heart for extravagant generosity and I’m excited for the launch of the Signatry to provide an avenue to live out this alignment. Let us all continue to ask if there is more that can be done for His Kingdom, and when we find opportunities, be willing to step out boldly.”

Eric Dunavant, CFP
President, Paradiem

The Signatry BlogConversations from our thought leaders
Advisor

Warren Buffett’s Missed Opportunity

1 month ago By Evan Lange

When it comes to charitable giving, it often seems like the world’s wealthiest individuals have it figured out. With so many assets to manage, these donors know how to support charitable causes while capitalizing on the tax benefits of the giving process, right? Unfortunately, not all get it right. In July, an article in Forbes announced that Warren Buffett is donating $3.6 billion of his Berkshire Hathaway stock to charity. It also offered advice on how other donors could maximize their giving by following in Buffett’s footsteps. The problem? Buffett is primarily giving the stock to private foundations. Consequently, he is missing out on significant tax benefits he could receive if he utilized a donor advised fund (DAF) instead. There are important differences, when it comes to tax benefits, that all donors and advisors should consider.

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Advisor

Six Benefits of Using a Donor Advised Fund

2 months ago By Evan Lange

Most financial advisors, attorneys, and CPAs know the benefits of using a donor advised fund (DAF). However, DAFs are still often underutilized by the public. While many may have used DAFs for large net worth clients a few decades ago, DAFs are still a useful tool which many people can use to help grow their generosity. Here is a short list you can use to show clients the benefits of using a DAF to grow their giving with less hassle: Anyone can open a DAF online in a matter of minutes, and The Signatry requires no minimum deposit or balance upon starting a fund.…

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Advisor

Donor Advised Fund or Private Foundation?

3 months ago By Joe Williams

Two of the most popular charitable vehicles are donor advised funds and private foundations, but which is best to use in your generosity journey?  That depends. Nearly $70 billion in grants to charity came through private foundations and donor advised funds (DAFs) in 2017. Understanding the differences between these two vehicles is crucial in deciding which is most appropriate for you and your family’s giving. Here are eight key comparisons to consider: Start-Up Cost: DAFs: Can be established immediately at a low or no cost. Most sponsors require an initial minimum contribution of $5,000 or more, but you can open…

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