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What will your legacy be?

Empires, financial statements, stockpiles all eventually fade. Even the most thorough financial and estate plans cannot fully steward the things that matter most to our families or preserve the impact you hope to have.

So what if there was a better way forward to cultivate what matters? Your business and your vocation could be tools for solving the problems you see in the world. You could leave a legacy for your family to walk in the values that matter most.

Generosity Calculator
You sell your business. It’s a great exit. You make money. But you will pay the biggest tax bill of your life. There is a better way. Take a look at the impact of how giving before selling could change the balance.

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one of our experts.

1.833.863.0313

Disclaimer: This does not constitute nor does The Signatry provide legal, tax, financial or other professional advice. You should consult professional advisors concerning the legal, tax, or financial consequences of your charitable activities. This is not a promise of results.

The Business Interest Gift Strategy

  • Who It's For

    • You are considering selling your business and are looking for strategies to potentially reduce your capital gains and income taxes. You want a more tax advantaged way to create generosity.

    • You are a financial advisor and you want to equip your clients with practical strategies to empower further financial and social impact.

    Not looking to sell your business but still interested in reducing income tax liability and increasing your generosity? Learn more here.

  • How It Works

    • Our team of experts will work with you and your advisors in determining whether a business interest gift makes sense for you.

    • Once your strategy is in place, you donate part of the equity in your business to us, and then you can recommend grants from the proceeds of our sale of the donated equity. You should donate the business interest before the purchase agreement is signed.

    • By giving the business interest before the sale, you potentially reduce capital gains taxes and lower your income tax liability. See the possible difference it makes to give before selling with our Generosity Calculator.

  • Live Generously

    • Once the gift has been processed, you can recommend grants from the liquid proceeds in your donor advised fund.

    • Reduced income tax liability on annual income provides the opportunity for even further giving based off these savings, in addition to what you saved on capital gains taxes.

    • Recommend your own financial advisor to help wisely invest the liquid proceeds in the donor advised fund you established.

Get Started

Are you ready to find a better way? Fill out this form, or call 1-833-863-0313, to learn how our charitable giving strategies can help you unlock greater tax savings and build a legacy.

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See It In Action

Case Studies
With nearly 20 years of industry experience, we have seen many incredible stories unfold of donors leaving a legacy. Here are a few examples of the ways people give and how the process works.
Asset Giving
Contribute from the resources God has blessed you with—cash, business interest, real estate, stocks, and more. Learn more here.
Expertise
At The Signatry, we are committed to working with you and your advisor to help you support the causes you care about most. Our team includes former business owners, legal and finance experts, and more who understand the roads you have been on.
Stewarding Resources to Accomplish More

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Family Business & Resources Fuel Generosity

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It’s All God’s Anyway

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Business Sale Fact Sheet
Business Sale Fact Sheet
Download
Business Long Term Hold Fact Sheet
Business Long Term Hold Fact Sheet
Download
Real Estate Fact Sheet
Real Estate Fact Sheet
Download
The largest check I ever wrote in my life was to the IRS when I sold my business. Years later, I found out that check could have gone to charity… READ MORE
Steve French
President, The Signatry

Steve French

President, The Signatry

The largest check I ever wrote in my life was to the IRS when I sold my business. Years later, I found out that check could have gone to charity.

At the time, I simply didn’t know my options. Even though I had surrounded myself with the best lawyers and financial advisors in the country, none of them counseled me on how a gift to charity would reduce my taxes and make a greater impact on the Kingdom. They hadn’t heard of these concepts either.

Now I work at The Signatry to ensure others don’t make the same mistake I did. Ultimately, the goal goes beyond just tax savings. I want people to go from ownership to stewardship. When you choose the mentality that God owns it all, it changes how you live.

Talk to our Team
For Advisors
Do good, limit taxes-leave a legacy. Let's talk.