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Ministry & The Marketplace

2 years ago By The Signatry

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…

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Advisor

Start the conversation- investing with the next generation

2 years ago By The Signatry

The following blog is by guest author Peter Roselle, the NYC Director for Archetype Wealth Partners, a leading Wealth Advisory firm specializing in family legacy planning and advanced charitable giving strategies. Peter is a published author on the topic of Sustainable Investing and a thought-leader in the growing field of portfolio values-alignment. Visit Archetype’s website at https://archetypewealth.com/story/. The Signatry follows this practice of portfolio-values alignment by providing biblically responsible investment pools, which allow donors to invest their funds into pools that have been screened to remove organizations that conflict with Christian values. Learn more about our investment pools at thesignatry.com/investments…

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Advisor

4 Ways to Handle Generations in Family Businesses

2 years ago By Bill High

You’ve heard this story. Mom and Dad start a business. After a lot of years of hard work, the business grows to be a successful endeavor. Mom and Dad love their four children and give each of them equal shares in the company. But two of them don’t work in the business. Of the two who work in the business, one clearly has her arms around the business and is responsible for driving its growth. Her brother “runs” marketing but spends most of his time on the golf course. Mom and Dad spend most of their time traveling. The business,…

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Advisor

On Donor Advised Funds

2 years ago By The Signatry

Hello! I’m Joe Williams, and I’m the President of the Plains Region of The Signatry. I am based in Oklahoma City, and my role is to meet with donors to help them maximize gifting opportunities through strategic giving plans. One of the easiest ways to simplify this process is through the use of a donor advised fund. Donor advised funds have seemed to explode on the charitable giving scene in just a few short years. From 2003 to 2013, there was a whopping 186% growth in donor advised funds. Today, the top charities in the country are donor advised funds…

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Advisor

On Business Sales – Plains Region

2 years ago By The Signatry

Hello! I’m Joe Williams and I’m the President of the Plains Region of The Signatry. My role is to meet with donors to help them maximize gifting opportunities through strategic giving plans. One of The Signatry’s main goals is to maximize charitable giving. A major way way we do this is through giving non-liquids gifts, including portions of closely held businesses. There are some challenges that come with this, but that’s where The Signatry steps in. When selling a business, the owner or owners will face the highest tax liability they will ever face. That liability is locked up the…

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Advisor

The Donor Advised Fund: Your Strategic Tool

2 years ago By The Signatry

Hello! I’m Steve French and I’m President of The Signatry. In my work in Nashville and the rest of the country, I devote my time meeting with advisors, attorneys, individuals, and business owners to develop strategies and solutions to minimize tax liability, while maximizing charitable giving. This is executed with specific emphasis in the area of non-liquid assets such as: stock, real estate, mutual funds, and portions of closely held businesses. One of the easiest ways to simplify this process is through the use of a donor advised fund. Donor advised funds have exploded on the charitable giving scene in…

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Advisor

On Business Sales – South Region

2 years ago By The Signatry

Hello! I’m Steve French and I’m President of The Signatry. As a former business owner, one of my chief regrets was that I missed out on the opportunity for greater generosity and lowered tax liability when I sold my business. With The Signatry, I now work with business owners and advisors faced with similar situations, and we work to develop strategies and solutions to minimize tax liability, while maximizing charitable giving. There are challenges through the process, but that’s where The Signatry steps in. When selling a business, the owner or owners will face the highest tax liability they will…

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Advisor

3 Opportunities and a Challenge with the New Tax Law

2 years ago By Bill High

People continue to sort out implications of the new tax law. What are the opportunities and challenges particularly as it relates to charitable giving? Opportunities 1) The law allows for people to give up to 60 percent of their adjusted gross income.  If you make $100,000, you can give $60,000 and deduct the entire amount.  While many may not see this as an opportunity, it will provide a unique opportunity for major donors who are seeking to increase their giving. 2) The new tax law lowers the corporate tax rate from 38 percent to 21 percent.  That 17 percent drop means…

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Advisor

What’s the word in the next charitable giving wave?

2 years ago By Bill High

Deeper. In my previous blogs, I’ve mentioned how donor advised funds brought democratization to philanthropy.  Put differently, donor advised funds have become like the latest fad product buy. While certainly, there’s still an opportunity for donor advised funds to grow in number, they are enough people who have “bought” them that they are asking the question:  “what next?” What next for donor advised funds? Many don’t want to use their donor advised funds simply as a dispensary.  They want to start conversations with their family about giving, why giving, why they give as a family, what their vision and mission…

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