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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.

Your Tools

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

  • Advisor Managed
    Accounts

    • Bring greater investment strategy to your clients’ charitable goals

    • Manage accounts from the first dollar with no minimum balance required

    • Assess your investment advisory fees to the account

    • Use your preferred custodian for investments

  • Donor Advised
    Funds

    • Manage giving plans, investment options, and more online

    • Enjoy one contribution receipt at tax time for efficient giving

    • Maximize tax deductions with charitable bunching strategies

    • Include generosity in your clients’ estate plans

  • Charitable Giving
    Strategies

    • Build long-term relationships through succession plans, beneficiary designations, and more

    • Help clients minimize tax liability and maximize generosity through complex asset gifts

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

    • Connect to the next generation for enduring relationships

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.

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

Advisor Resources

Tools, insights, and advice for advisors who are ready for a competitive edge.

Advisor Managed Accounts Fact Sheet
Charitable Bunching
Business Long Term Hold Fact Sheet
Ready to learn how charitable giving strategies can amplify your practice?