Charitable Planning Resources for Advisors
Christian financial advisors stand in a unique position to help their clients steward their resources for God’s kingdom.
In an increasingly competitive market, connecting with your clients over the faith and values you share—and how those values can be lived out through wealth management—is one of the best ways to differentiate your practice and support your clients.
Walk with your clients and help them live generously through innovative charitable giving strategies. Expand your client’s vision for what’s possible and get excited with them about the impact they can have for God’s kingdom. These resources will help you and your client understand what charitable tools are available to live out this vision.
Fund Information for Advisors
Everything you need to know about how you can partner with The Signatry to connect more deeply with your clients charitable giving goals and differentiate your practice can be found here.
Family Resources for Your Clients
Strengthen your relationship with your client and their family members by creating opportunities for them to discuss their shared values and stewardship goals.
Generosity Tools for Your Clients
Share these fact sheets with your clients as you discuss the best charitable giving strategies for their situation.
More Resources for Financial Advisors on The Signatry Blog
Charitable Giving and Taxes: What You Need to Know in 2023
January 20, 2023
Exploring Noncash Charitable Contributions with Clients
September 9, 2022