Faithful Stewardship through Wise Guidance
Building Relationships, Legacy, and Kingdom Impact
Your financial advisor has played a key role in your resources. They know your history, understand your goals, and believe in the impact of your generosity.
We believe you should be able to continue this partnership even with your donor advised fund. When you use The Signatry’s advisor managed accounts, your advisor can be part of managing your donor advised fund’s investments from the first dollar.
This depends on your giving, granting and investment goals. We recommend you discuss the option with your investment manager to see how it may benefit you. Our investments team is available for additional questions as well.
To open an advisor managed account with The Signatry, you will need to complete the donor advised fund application.
In the application, you can indicate your interest and recommend an investment manager for the fund.
After the donor advised fund is created, we will review your recommended manager. Once they are approved, we will work with them to set up the investment accounts.
Yes! Contact our investments team at The Signatry to request that your fund be managed by your investment manager. You will need to provide some additional information, including the name and contact information of your recommended investment manager. Once the investment manager is approved, we will work with them to set up the investment accounts.
You can still continue to use your donor advised fund as normal through this process, and we will notify you once the new investment account is in place.
Contact our investments team to learn more about the process of setting up advisor managed accounts for your clients. All donors will need to complete the donor advised fund application process with The Signatry.