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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

“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

Having the Conversation on Asset Giving

1 week ago By Evan Lange

Many advisors find that being involved with their client’s giving is one of the most meaningful aspects of their work. Philanthropy is an easy way to build deeper relationships with clients. It not only paves the way for a lasting relationship but offers inroads into the next generation of clients and future givers. When your client is ready for the conversation on giving, discussing their assets will play a vital role in the discussion. The following three points offer an outline that will aid in the conversation. Identify which assets to contribute Whether your client is motivated by philanthropic or tax advantage goals, determining what types of assets they can gift is a crucial first step. The common types of assets that are generally gifted are cash, securities, real estate, or closely held business interest. All of these can be given through a donor advised fund. Timing of gift A recent article in Forbes states, “donating property that has appreciated in value, like stock, can result in a double benefit…not only can you deduct the fair market value of the property (so long as you’ve owned it for at least one year), you will avoid paying capital gains tax” Gift valuation guidelines are established in the current tax regulations. In general, the value of the gift is based on the type of asset and the date of contribution, which is typically the date the asset is delivered to the receiving organization. Gifting a complex asset can be a lengthy process. It is important to evaluate the timing of the gift to ensure it will benefit your client within the current tax year. Selecting a charity Deciding what organizations to support, is usually the most exciting part of the process for your client. For many donors, the organizations they choose often have personal meaning and speak to their experiences. By giving complex assets through The Signatry, donors can make grants to smaller nonprofits that would otherwise be unable to accept complex gifts. https://www.forbes.com/sites/kellyphillipserb/2018/12/11/14-tips-for-making-your-charitable-gift-tax-deductible-in-2018/#65eb5fb5f80c  

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Advisor

Overcoming Common Challenges with Generosity in Estate Planning

1 month ago By Evan Lange

Clients rely on advisors for security in their financial planning decisions. Many feel the weight of large financial decisions with implications for family, relationships, and Kingdom impact. To help with this added stress of estate planning, wise stewardship is needed. When it comes to generosity inside of estate planning, it is imperative to have a strategy. Once a plan is in place, your client will feel confident about their charitable giving and excited about the difference they can make within their legacy. One of the first questions many clients ask is how to decide where to give? To create a well-planned…

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Advisor

Starting the Generosity Conversation

3 months ago By The Signatry

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.html  

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