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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.
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
Six Benefits of Using a Donor Advised Fund
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.…Read More
Donor Advised Fund or Private Foundation?
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…Read More
3 Questions to Uncover Attitudes About Money
Determining a client’s view of money is helpful when creating a financial strategy. It will help determine where and what to invest. Here are three questions to help you uncover your clients’ attitude about money. What is your story? This broad question allows clients to open up about their experiences and enable you to discover their background, goals, and what they are priorities are. Not everyone will be willing to open up at first pass, but with engaged listening and interaction, this conversation can lead you to a deeper understanding of your clients’ core values. What are you passionate about?…Read More