Amplify Your Advising Practice
As a financial advisor, you have the opportunity to partner with your clients to clarify their stewardship and charitable giving goals and then execute those goals. As a result, many people will be blessed.
Your clients rely on your expertise to guide their financial journeys. In an increasingly competitive market, you can distinguish your practice by introducing them to charitable planning and giving tools that clarify and expand their vision for faithful stewardship. Help your clients transform their finances and their families with the power of generosity.
Transforming Tax Strategies into Faithful Stewardship
Financial Advisor, Jeff Dobyns
The Signatry can partner with you to provide insights and charitable giving tools to help your clients achieve and exceed their generosity goals.
Donor Advised Funds
A donor advised fund with The Signatry can help your client organize, simplify, and cast a long-term vision for their generosity.
You can gain partial or full access to a donor advised fund your client establishes with The Signatry. This provides a platform for you to help your clients identify the possible tax deduction benefits and the best giving strategies for their goals.
Plus, help your clients include a donor advised fund in their estate plan.
Advisor Managed Accounts
Play a part in managing a donor advised fund’s investments from the first dollar.
As a financial advisor, you have built knowledge and expertise in financial management and investment strategies. You can use this insight to benefit your client’s charitable impact, too. If your client has contributed money to a donor advised fund at The Signatry, you may recommend investments with the fund balance through your preferred custodian.
If your client is considering a future sale of closely held business interests, real estate interests, or other noncash assets, use our generosity calculator to show what is possible with the right giving strategy. The calculator can estimate how much more your client can give by donating their asset before it sells.See the Potential Tax Savings
and Benefits to Charity
“It may not sound super biblical, but charitable tax deductions do lead to increased generosity. [My clients] see they can save a massive amount on income taxes — that really gets [them] inspired to donate more.”
Jeff Dobyns, President, Southwestern Investment Group
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