Learn more about transformational generosity.

This Season, Move Beyond Tradition

Year-end giving is a feel-good tradition to celebrate the season. But with many families waiting until the final months of the year to give, they often miss opportunities to give more effectively and invest in lasting generosity.

Are you called to do more this season? Giving back is tradition, but giving forward is transformation. Generosity is more than an annual donation—it is your training ground for values.

Move beyond tradition this holiday season through a donor advised fund with The Signatry. With this tool, we bring clarity and intentionality to your generosity, helping you to live out and celebrate your family’s values.

Join us this season to come together and make a real impact in the world from your heart and your resources.

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Donor Advised Funds
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Family

A Guide for Charitable Planning

2 weeks ago By The Signatry

Planning ahead and counting the costs of a plan are essential aspects of any project. Jesus even talked about this, in light of Christian discipleship: “For which of you, intending to build a tower, does not sit down first and count the cost, whether he has enough to finish it” (Luke 14:28). The season for year-end giving is fast approaching, and now is an excellent time to begin to plan ahead, not only for year-end giving, but for your year-round charitable giving as well! You may be accustomed to planning ahead for a business proposal but may not have thought…

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Fact Sheet
Build a Giving Plan
Build a Giving Plan
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Gather and Do More

  • Family First

    With a donor advised fund, you can engage your family in conversations about the passions you all share and give in alignment with those values.

  • Build Strategy

    Our team of experts can work with you to develop the best giving strategies for your resources. Recurring grants, contributions, and other tools can support your preferred giving style.

  • Live Generously

    Create a plan for generations within your fund to establish a legacy of generosity with your family to live out your values.

Generosity Inspiration: Give Publicly Traded Securities

Giving publicly traded securities, such as stocks, bonds, or mutual funds, is an innovative way to expand your generosity. Tradition says to sell these assets and give from the proceeds, but donating the stocks directly to a donor advised fund can unlock greater tax savings, which means more for the charities you love.

Your options are not limited to securities. Learn more about the other complex assets you have that could maximize your generosity and minimize tax liability.

Explore Asset Giving

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