Gain rich perspective and resources for you from our experts.

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

3 Common Questions on Business Interest Gifts

3 weeks ago By Evan Lange

Whenever I speak or write about business sales and giving business interest gifts, I always emphasize the importance of giving BEFORE the sale of the business. Every year, I will receive a call from an advisor, attorney, or accountant saying, “My client is selling a business next week (or some other shorter time period). Can we still do a gift before the sale?” It happens often! In an attempt to answer this question, here are three quick pointers you should know: 1. Why is it important to gift business interest before a sale? By giving business interest to a donor…

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Advisor

Three Ways 2020 Could Impact Estate Planning

2 months ago By Ben Bell

Now is the time to review estate plans for 2020. The beginning of the year is a time when many people have a resolution to evaluate, reevaluate, or plan their estate for the first time. With the turn of the calendar below are a few items of note which can affect planning an estate in 2020. Here are three things to consider as you engage with clients in this important conversation. 1. SECURE Act Effective January 1, 2020, the SECURE Act changes the age of required minimum distributions (RMDs) to age 72 and, in effect, eliminates the “Stretch-IRA” strategy for…

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Advisor

Starting 2020 with 20/20 Vision

3 months ago By Evan Lange

Over 60% of Americans will make New Year resolutions for 2020. Some of the most popular resolutions for 2020 are losing weight, reading more, spending more time with family, and flying less to help prevent emissions into the environment. While I typically do not have a “resolution” for the New Year, I will build a plan and goals for the next 12 months. What are the goals for financial advisors, lawyers, and accountants for 2020? A quick web search will provide hundreds of tips to improve and grow your practice. These tips include: investing and utilizing new technology, exploring new…

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