A Customized Approach
from the Very First Dollar
If you use a separately managed fund with any other foundation besides The Signatry, you may have to invest thousands of dollars before you can invite your financial advisor into the process. But at The Signatry, we’re committed to helping you support Kingdom causes, so we invite your financial advisor in from the first dollar—no minimum account balance required!
Your financial advisor knows you best.
Your professional financial advisor has been with you on every step of your financial journey. They know your history. They understand your goals. And they’re committed to your vision.
We want to work together to help you secure and preserve your legacy, and as you leverage your resources for the kingdom, sometimes a customized approach is the best approach. Here’s how it all works.
Frequently Asked Questions
Notify us that you would like your financial advisor to manage your donor advised fund. Once your fund is approved and we’ve verified your financial advisor, you’ll be ready to get started.
Our team is happy to work with you and your financial advisor on setting up and managing your donor advised fund. We’ll also work with your financial advisor to verify their credentials and ensure that their investment philosophy aligns with ours.
We never want timelines to get in the way of meeting your charitable needs or personal charitable goals. If you want to support a charity while your separately managed account is getting set up, that’s an easy process. You’ll just need to leave a portion of your donor advised fund balance in one of our investment pools, and we’ll make sure the funding gets delivered.