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.
The Signatry BlogConversations from our thought leaders
Starting the Generosity Conversation
It is no secret that charitable giving benefits your client and your community. Now more than ever, clients are open to discussing philanthropy and rely on the expert advice of their advisor. Engaging in conversation and sharing your knowledge of philanthropy furthers relationships and adds value to your practice. This is an excellent opportunity to discuss tax solutions that can also accomplish meaningful work. According to the 2018 U.S. Trust study of high net-worth philanthropy, most high-net-worth individuals are already giving, but only 49% of donors have a strategy for their giving. There is a significant opportunity here for advisors to grow their practices. By participating in the generosity conversations, you can further the relationships with your clients as you help them achieve the greatest impact towards the charities most important to them. Understanding your client’s passions allows you to tailor your expertise to their unique interests and pinpoint how they imagine their lasting legacy. Year-end meetings are an excellent opportunity to share the advantages of charitable giving. A good way to start the conversation is to ask engaging questions about charity. Here are some examples: Are there any charitable interests or community needs you would like to address? What issues are you passionate about? Have you considered donating public stock as a way to use all your resources for giving? Giving stock gifts not only helps you save on taxes but also supports the causes you love. Are you currently making gifts to any charitable organizations? If so, which ones? What causes and values do you want to pass on? Initiating this conversation will benefit everyone involved. This opens the door to discuss year-end tax strategies with your clients and will invite them to create a lasting legacy of generosity. It will also strengthen your relationships and credibility with clients and their family. The long-term effects of their generosity will reach beyond your office; impacting your client, their family, and the community. Sources: https://blog.commonwealth.com/how-to-talk-about-philanthropy-with-your-clients https://cnycf.org/page.aspx?pid=836#.W_Ctj5NKjq0 http://www.foundationsource.com/wp-content/uploads/resources/A_Whitepaper_HowToTalkTo.pdf https://www.aefonline.org/blog/how-have-conversations-about-charitable-giving https://www.ustrust.com/articles/2018-us-trust-study-of-high-net-worth-philanthropy.htmlRead More
2 Year End Giving Strategies
For many donors, deductions have played a significant role in their year-end charitable contributions. However, with recent changes in tax laws, your clients may feel unsure of how to navigate their donations. Given that the 2017 Tax Act doubled the standard deduction, people who used to itemize may be less likely to do so. Reassuring your clients that many of the giving strategies they’re accustomed to will continue to offer them tax benefits and will continue to benefit the organizations close to their heart is always a win/win. Although your client may know which organizations they want to donate to, they…Read More
Ministry & The Marketplace
Ministry & The Marketplace I’ve been inspired and challenged by the positive role models I’ve studied in the Bible. Jesus is clearly our most inspiring and challenging exemplar, but many others also stand before us. I’ll nominate the Apostle Paul for inclusion in this group. He was a giant among the early church leaders, a brilliant theologian, church-planter and… tent-maker. He voluntarily chose to stay in the marketplace to support himself so he would not be a financial burden to the young church: “We were not idle when we were with you, nor did we eat anyone’s food without paying…Read More