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What is Revolutionary Generosity? The Story of Zacchaeus

2 weeks ago By The Signatry

If you’ve read our mission statement, you know that The Signatry exists to facilitate and inspire revolutionary biblical generosity. But what is revolutionary generosity? What makes it revolutionary? Generosity changes the world every day—but we also believe that God changes us, His children, through generosity. The revolution truly starts in the heart. The Bible story of Zacchaeus found in Luke 19 models how transformational, revolutionary generosity shows up when someone encounters God. Zacchaeus encounters Jesus Zacchaeus, a wealthy, corrupt tax collector despised among his people, runs and climbs a tree just to see Jesus passing by. Luke tells us, “He wanted to see who Jesus was” (Luke 19:3). We do not learn why Zacchaeus was so curious—maybe even the desire to see Jesus was a gift from the Holy Spirit. Jesus spots Zacchaeus from below and instructs him, “Come down immediately. I must stay at your house today” (v. 5). The people nearby are not pleased. After all, Zacchaeus is not just any tax collector, he is a chief tax collector, and his wealth is probably thanks to his own corruption and the corrupt men who work under him. But Jesus extends love and grace. He reaches past Zacchaeus’s well-earned reputation as a sinner to invite Himself over. Zacchaeus is changed That kind of love is revolutionary. Zacchaeus is changed. He welcomes Jesus and says, “Look, Lord! Here and now I give half of my possessions to the poor, and if I have cheated anybody out of anything, I will pay back four times the amount” (v. 8). It’s the very first thing he does. Imagine if you saw this happen in your own community. Imagine that a local leader or prominent figure who is widely distrusted or disgraced suddenly vows to undo all the wrong they have done, and then some. You might think, “That sounds crazy! That can’t be true!” This is the revolutionary generosity that flows from a revolutionary encounter with Jesus. Jesus never asked Zacchaeus to give anything away, much less drain his savings to uplift all the people he harmed. It seems almost as if Zacchaeus can’t help himself. Jesus’s gracious seeking and saving of the lost (v. 10) is so compelling that Zacchaeus feels called to do justice and build God’s Kingdom right away. Seeking generosity today Revolutionary generosity comes from the Lord. It is something we can ask for. We can ask the Holy Spirit for inspiration, renewed passion, a fresh encounter with the gospel, and openness to see others’ needs. Revolutionary generosity does not always mean giving more. For Zacchaeus, it did (in large part to bring justice to those he had wronged). It may also mean: 1. Giving differently. Reevaluate how and where you donate your money. 2. Giving locally. Perhaps you have seen needs in your own neighborhood that you could help meet—financial or otherwise. 3. Giving subtly. One creative idea is to look for generosity opportunities that will not give you a tax deduction. Jesus wants your heart, not your money. Give Him your heart, and “crazy,” revolutionary things may follow.

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Family

What is Transformational Generosity?

4 months ago By The Signatry

What does generosity mean, really? It is often equated with financial giving, but it clearly goes beyond the number of dollars given away. In Scripture, we read how God intends generosity to be transformational. Biblical generosity means changing the way we think about all of our resources, not just money, in order to uplift others, strengthen relationships, and glorify God. So how can we embrace this transformational definition of generosity and shift how we give? It begins by unpacking a few major characteristics of generosity in Scripture.

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Nonprofits

5 Tips to Connect with Donors in your Year-End Fundraising

5 months ago By Kristin Hammett

I read a meme in August that said, “School is starting … buy your Halloween costumes, pick out your turkey, and do your Christmas shopping. Happy New Year!” I resonate with this, and I am sure you do, too. Your donors probably do, too. Year-end fundraising is probably the busiest and most critical part of a nonprofit’s fundraising strategy. How can you best connect with your donors during this busy time? How can you best engage them and make the case for year-end giving? Over 30% of all charitable giving happens in December, so there is a lot of opportunity left as you shape your year-end fundraising ideas and message for you to articulate your work, differentiate your nonprofit, and connect with your donors. In an effort to come alongside you, equip you in development work, and partner with you in major donor conversations, I want to encourage you to look for ways to differentiate yourself and use these year-end fundraising ideas.  5 Tips to Connect with Donors in your Year-End Fundraising Connect with donors personally. As a part of your year-end giving campaign text donors, email them personally, call them, or write them a note. There are lots of ways to effectively connect with donors. Thank them for their support, share the impact of the work, and ask for continued investment in the work. Always ask how they are and how you can pray for them. Relationship matters, and people want to feel valued.  Expand donors’ giving capacity. 90% of Americans’ wealth is in assets outside of cash, yet 80% of giving is from cash. There is a significant opportunity to educate donors on how to give assets. Start with publicly traded securities, like stocks. I just talked with a ministry today who brought this up in a conversation while connecting with a donor, and they chose to give at year end with appreciated stock. It is a smart and efficient way for donors to give more and save tax, and it sets you apart. In uncertain economic times, this helps donors consider a whole new category for giving. This can include private business interest, real estate and a variety of other non-cash assets.   Give donors context. Donors are looking at their year-end giving plans, they are listening for what you will do with their gift. Speak the language of the giver. Tell them how their gift will make a difference. Investors do not want to see a short-term fix, they want to bring transformation.   For example, my husband and I recently met with a pregnancy center ministry we have supported for some time. The ministry leaders shared how the timeline for the women they serve has accelerated, creating a greater need for early intervention activity by the ministry. Understanding how they have adapted their interaction helped us, as donors, understand more about the urgency and need for increased investment in the cause.  Make the case for support. With so many things vying for their attention, especially at year end, donors may not have your organization top of mind, so clarity is key in every medium of donor communication. Share your mission and vision, the problem you are solving, your method or solution, the impact you have, and how you want donors to support the work.  Celebrate! In this year-end fundraising season, share with donors how God has used them. How exciting that the God of the universe would use them to help accomplish His work! Show them how God provided. Consider sharing a donor story and how God has connected their hearts with your work. Applaud the story of one. Connect a donor to the transformation of one person’s life. Help the donor empathize and understand what was accomplished through their generosity.  The last days of 2022 will go by quickly. Block time today. Fine-tune your year-end fundraising strategies to differentiate your organization. Set time apart to intentionally connect with donors. Help them understand the context of the work and make a clear case for their generous support. As you serve donors well, share all opportunities to give outside the checkbook, too. Enjoy this season of connecting donors with the work God is doing through your nonprofit!

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Story

Stewarding Resources to Accomplish More

7 months ago By The Signatry

A Commitment to Faith and Good Works   How do you ensure biblical stewardship of your resources? From the beginning of his career, Rogers Strickland aligned his business goals with his faith. After leaving the United States Air Force in 1980, Rogers founded Strickland Construction Company, Inc. in Raytown, Missouri. Mr. Strickland built his organization on the principles of strong customer service and quality work. He allowed his faith to guide him and was successful in growing his company from five team members to more than 50 employees. Mr. Strickland and his company recognized their blessings and wanted to guarantee good stewardship of the resources they were given by regularly giving back to the community and to the Kingdom. By providing all the material and labor, Strickland Construction Company has helped to build 55 community centers, churches, and schools in Haiti, the Dominican Republic, Sri Lanka, Brazil, Guatemala, and Jamaica.   In addition to his construction projects, Mr. Strickland owns several self-storage facilities around the Kansas City Metro area. When it came time to sell some of these properties, he wanted to make a Kingdom impact while serving both his business and his family. Mr. Strickland worked with The Signatry to steward the assets God had given him, by giving a portion of the LLC before the sale to his donor advised fund. “The Signatry made the whole process very easy,” said Mr. Strickland.     Understanding the Gifting Process   Donating a business interest is both a practical charitable giving strategy and a potential opportunity to save on taxes. When a business owner gives a portion of their closely held business interest, they may receive an immediate tax deduction and still maintain control over the remaining aspect of the business.     Before selling his self-storage facilities, Mr. Strickland worked with The Signatry to contribute a portion of the LLC. This helped Mr. Strickland save taxes and maximize his charitable gift. “It is so much easier to do a large transfer and have the option to give anonymous gifts. It takes the angst out of worrying about income tax and allows me to make numerous gifts in the future,” said Mr. Strickland.     Answering His Call   From the beginning, Mr. Strickland had a clear vision for who he wanted to serve and how he wanted his gift to help. “I wanted to support numerous charities that truly share the love of God and help them to get the resources they need!”   Thanks to Mr. Strickland’s generosity, stewardship of his resources, and his willingness to answer the call of God, he was able to serve his neighbors and his business well. Through this donation, Mr. Strickland had the benefit of:   Receiving a charitable income tax deduction Freeing up more money to go to charity Providing over $600,000 to the San Lucas Mission in San Lucas Toliman, Guatemala   The Role of The Signatry   The Signatry has years of experience in assisting individuals and companies as they desire to biblically steward their resources and give to charitable causes utilizing different types of assets. The Signatry team understands the gifting process and helps Christian business owners follow a path that will benefit their business while living out their faith. Making a complex asset donation can be a deeply personal decision and a multi-faceted process, so The Signatry works to serve and partner well with individuals as they go through each phase of the giving journey. The Signatry believes in the power of these gifts to solidify donors’ legacies of Christian stewardship.   “Working with The Signatry on this gift was a no-brainer. They helped me to share God’s resources in big chunks, sooner rather than later,” said Mr. Strickland.   Since 2000, The Signatry team has helped families, advisors, and ministries send more than $3 billion to charities across the globe. The Signatry empowers donors through creative giving solutions, biblically responsible investments, and legacy training. The Signatry facilitates revolutionary generosity through innovative approaches to the donor advised fund, including fee transparency, no monthly minimums, and full advisor access. The nationally acclaimed leaders of The Signatry help donors maximize their giving in ways that build and preserve generational wealth and legacy. 

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Family

The Difference in Living Generously

7 months ago By The Signatry

When we think of someone living generously, we don’t often focus on the checks they write or the tax breaks they receive. Most often, when we observe someone living a generous life, we notice how they spend their time, the work they do for the common good, and the character behind their acts of generosity. When we live generously, it goes beyond charitable donations. It involves a willingness to give of your time, energy, and God-given gifts. Here are three questions to ask if you desire to expand your generosity:   Who/how can I serve today? Being generous requires intentionality. By setting your mind to seek out daily opportunities to live generously, your heart will be motivated to give in a deeper way. Thinking intentionally about generosity will position you towards situational generosity, where you can meet needs that exist within your community.   What can I give besides money? There is a common belief that says you cannot live generous if you don’t have money. However, living generously goes beyond giving financially. Acts of generosity like volunteering and serving require time and energy. These gifts are often more valuable to the recipients than money. Leave a lasting and priceless legacy by using your unique abilities and passions to meet the needs in your community.   How does living generously impact your legacy? Giving generously frees you. It loosens the grasp of material possessions and self-involvement. Living generously has a profound impact on your personal character and is a key training ground for younger generations. Making generosity a part of your lifestyle allows you to model and teach biblical values to those around you.   A generous lifestyle is an invitation to be a good steward of what God entrusted to you: your time, talents, and treasure. By embracing the generous life, you will leave a lasting impact on your community, family, and eternity. This post was originally published on March 8, 2019.

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Family

Myths of Generosity: I Can’t Control My Generosity Impact, So I Shouldn’t Give

10 months ago By Nicklaus Bartelli

You may have heard someone say, “I can’t give a gift to that person, they’ll just waste it on something frivolous.” When it comes to charitable organizations, many people have a similar attitude; they don’t want to put their money in a place where they may not see a return. A 2021 study by the Better Business Bureau Wide Giving Alliance found that only 18% of Americans place high trust in charities. While you may not be alone in wondering whether your generosity will be effective, how might you overcome doubts and worries about efficient giving? Intentional Giving A third of Americans say they have given in the checkout line, and a fourth say they have given to a solicitor. While these are kind and generous acts, for most people they are probably not a good substitute for planned, intentional gifts. One fourth of Americans give $99 or less per year. That suggests there is a large group of people only experienced in casual generosity. Small, sporadic gifts are usually not the best way to feel confident that the receiving organization will use your donation effectively. 2019 study conducted by YouGovAmerica   When you decide to give, the Bible tells us that our heart should agree with our actions. We should not give under pressure, but cheerfully (2 Corinthians 9:7). Giving to a nonprofit is starting a partnership with them to solve a problem. It is not a waste of valuable time to research and understand a nonprofit before you give. Do your homework, establish a relationship with a representative of the nonprofit, and monitor their impact reports. Adapting a mindset that giving is a partnership and an investment to solve a problem helps build intentionality in generosity. This is sound stewardship of God’s blessings and provides a framework for answering many of the questions associated with giving to large nonprofits. Eternal Generosity Even with well-known, successful organizations, some are reluctant to part with their time, money, or resources at all. Giving can feel uncomfortable; keeping an eternal perspective can help. Ask yourself, “Is holding on to my money furthering the Kingdom of God?” In Jesus’s parable of the talents in Matthew 25, the master praised the two servants who invested the talents he had entrusted to them and made a profit. But the servant who buried his talent, doing nothing to increase its value, was rewarded nothing. Jesus invites us to be participants in His ministry, not to sit back and wait idly for His return. A wise and faithful steward will invest in what their master gives them, holding to the promise of return. As Christians, we are called to care for the poor, the prisoner, and the sick and to spread the gospel so that others may experience God’s love. “God is not unjust; he will not forget your work and the love you have shown him as you have helped his people and continue to help them.” — Hebrews 6:10, NIV Use a DAF, Channel Intentional Giving One way to practice intentional generosity is by opening a donor advised fund (DAF) at The Signatry. You can join a faith-based community committed to many of the same Kingdom-oriented causes that you care about. You can build a charitable fund in your family’s name, work with our team to identify grant recipients, grow the fund through biblically responsible investments, and keep track of your giving all in one place. To learn more about donor advised funds, visit our start page. Challenge Yourself When you join in a nonprofit’s mission and get to watch the impact of generosity in real-time, you begin to see all your resources as opportunities. Things like time, praise, and trust become tools of biblical generosity. Whether you are giving to the solicitor in the parking lot because the Spirit compels you or writing a check to a nonprofit partner, pray over the resources you give and trust your investment in God’s Kingdom. “Freely you have received; freely give.” — Matthew 10:8b, NIV Visit other Myths of Generosity: I Need All the Right Character Traits to be Generous I am Not Wealthy Enough to Give

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Family

Myths of Generosity: I Am Not Wealthy Enough to Give

11 months ago By Nicklaus Bartelli

If you can’t be generous when you have nothing, you’ll not be generous when you have everything. – Dr. Femida Handy, University of Pennsylvania This is a hard truth to embrace, especially in a culture that tells us constantly that we must prioritize getting ahead of everyone else. However, those who do get ahead often feel unsatisfied with what they have attained, and high net worth individuals say they need even more wealth to be “perfectly happy.” Adam Grant, a business professor at Wharton and New York Times-bestselling author, writes in Give and Take that the missing piece to true success is generosity — as he defines it, helping others. Those who elbow their way to the top often fall flat. Instead, Grant argues, the people who offer a helping hand to their peers, without expecting anything in return, become successful. Measuring success by financial wealth is as useless as building a one-legged chair. Measuring generosity by monetary giving is the same fallacy. With God as our sustainer, every aspect of our lives — not just money — can be used to serve others, and even the least of us are qualified to practice generosity. Giving Is Not Monetary Contemplating whether you “have enough” to help others misses a beautiful opportunity to love as God demonstrated. Perhaps one of Jesus’s most famous statements is that God “gave His one and only Son” for us! (John 3:16) God blesses us so that we will be able to bless others (Genesis 12:2). There are countless ways to bless others, as Jesus describes: For I was hungry and you gave me something to eat, I was thirsty and you gave me something to drink, I was a stranger and you invited me in, I needed clothes and you clothed me, I was sick and you looked after me, I was in prison and you came to visit me. – Matthew 25:35-36, NIV Notice Jesus makes no mention of wealth in the verses above. God desires us to bless others out of what we can give. Sometimes that includes possessions others could use, but it also includes gifts of time, attention, and care. There is no threshold or line of satisfaction that we must first meet before generosity can be activated. The only thing the Bible requires is that we give cheerfully and intentionally: You must each decide in your heart how much to give. And don’t give reluctantly or in response to pressure. For God loves a person who gives cheerfully. — 2 Corinthians 9:7, NLT There is an abundance of ways to show God’s love and be generous beyond money. God encourages those who have financial riches not to trust in their wealth, but to “do good, to be rich in good deeds, and to be generous and willing to share” (1 Timothy 6:18). This is a call to be stewards with our whole lives. The Lord Sustains We are able to give freely and without worry because the Lord sustains us. When the Israelites left Egypt, God provided them bread from heaven each morning. Moses told the people to gather only enough bread for the day. They were not to store it up, for the Lord would replenish their needs every day. Each morning everyone gathered as much as they needed, and when the sun grew hot, it melted away. — Exodus 16:21, NIV Some of the Israelites began to ignore Moses and tried to keep the bread until the next day, but the bread became full of maggots and smelled horribly. Moses was angry, as the Lord had promised to fulfill their daily need without storing up for themselves. They would be blessed with daily bread from God for 40 years until they reached the promised land. God owns everything at the end of the day. God’s ownership frees us to pursue Him. This does not mean those with great wealth and many possessions should feel shame; it is simply a call to live with our hands open and our eyes on the Kingdom. Storing up our treasures in heaven means living in a cycle of receiving His grace and giving grace to others, investing in eternity and not earthly possessions. And God will generously provide all you need. Then you will always have everything you need, and plenty left over to share with others. — 2 Corinthians 9:8, NLT We have all been entrusted with blessings to give. We can begin our journey of cheerful generosity today, without waiting on earthly wealth! Visit Other Myths of Generosity: “I Need The Right Character Traits To Be Generous”

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Family

Myths of Generosity: I Need All the Right Character Traits to be Generous

11 months ago By Nicklaus Bartelli

There is a temptation to envision “a generous person” as kind, compassionate, selfless — almost angelic. This picture of how to be a generous person is not accurate. True generosity often accompanies qualities like kindness and empathy, but it is a separate trait. It is built on top of the qualities and passions each of us already have. In fact, trying to become someone different, or relying too heavily on qualities like selflessness, can end up hurting your generous spirit. You Don’t Need to Change Your Heart, Display It “I’m not a good person.” “I’ve never given before.” Are these reasons not to take a generous action? The reality is that we have probably all given something before. Every person has a style of giving that suits them best because it flows from their own personality and heart. Have you given your time, listening to a friend during a rough circumstance? Have you been generous with your tongue, freely giving compliments and encouragement? Maybe you have shared your skills and talents, fixing someone’s computer or making them a meal. If so, you have likely given out of your heart, in ways that make sense to you. That is what God desires. “Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms. If anyone speaks, they should do so as one who speaks the very words of God. If anyone serves, they should do so with the strength God provides, so that in all things God may be praised through Jesus Christ.” — 1 Peter4:10-11, NIV It starts with receiving God’s love. If we recognize that God is blessing us, blessing others becomes a natural overflow of His love and grace for us. There is no strategy, curriculum, or special status required to unlock generosity. Bring out what God has given you — your talents and the good in your heart. A Tough Love Generosity is not just about being nice. The person who thinks they must be nice in order to give may fall into the trap of never saying no, struggling to set boundaries. Boundless “niceness” probably will not help anyone. Instead, true generosity requires a certain amount of patience, prudence, and self-discipline. There are many generous people who wouldn’t label themselves as nice. Some ask hard questions of the people or charities they support. They look for feedback from the recipient and might look to give feedback to the recipient. Some of the most generous people we know are respected for showing this deeper love and support for the long-term vision and success of nonprofit work. Build Your Support Another temptation you might encounter is to think of generosity as a one-way transaction. As the giver, you feel the need to be independent and self-sufficient. You want to refuse the help, recognition, and support that might make your efforts more effective — or might even serve your needs. Truthfully, this generosity hurts. It is not honoring to God. Paul’s famous “body of Christ” metaphor makes it clear that God did not design any of us to operate independently. “The eye cannot say to the hand, ‘I don’t need you!’ And the head cannot say to the feet, ‘I don’t need you!’” — 1 Cor 12:21, NIV The irony of refusing help is that it can burn you out and make you a worse giver. The energy you have to help others can slowly deplete if you do not humble yourself to accept love from others, too. Selflessness is a beautiful trait, but it does not mean that you must not receive. Receive with the willingness to give back, giving thanks and recognition to God, for He is the reason you are able to give. —— Explore these two things: Your strengths within generosity. What are your personal strengths and talents? How could you channel those gifts to serve others? Your acceptance of grace. God pours out his love for us, going so far to offer His Son for our transgressions. How can you mirror this grace and allow it to overflow on others?

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Story

Millennial Donor Inspires Through Intentional Generosity

2 years ago By The Signatry

Kate Gardner’s inheritance has always been more about what she can give than what she has been given. After all, the source of her early inheritance came from a model of investing outwardly. Kate’s father is the founder of an investing advisory service that helps people attain financial freedom and broadly enrich their lives. From an early age, Kate remembers her father’s intentionality in enabling the family’s generosity. “One of my favorite memories is when my parents, every Sunday in church, would give us money to put in the offering plate,” Kate said. “It always stuck with me that even though it was their money, they were empowering me to participate and feel like we got to give our resources to the Lord.” A year after graduating from Princeton in 2016, Kate moved to New York City and worked for two different Christian non-profits. Out of obedience, she gave a large chunk of an investment portfolio her family had given her away to a few ministries that she felt a calling toward. But, even after graduating, moving to a big city, and making a substantial impact with her money, Kate did not feel she had fully realized what God had in store for her. “My dad would remind us that the root word of invest, the Latin word investire, can be translated to ‘put on the clothes of,’ which suggests that you are almost becoming or embodying what you invest in,” Kate shared. She saw herself as wanting to steward holistically by pouring her life into where her resources go. Supporting Missionaries on a Deeper Level Her connection with different organizations and her drive to develop relationships would stir the creation of what is now Greenhouse Group: a philanthropy ministry run by Kate where she spreads a significant monthly investment across 60 missionaries in support of their work. Understanding her true passion of encouraging people and the desire to develop her own ministry to come alongside Kingdom builders was sparked by one of her favorite quotes. “Frederick Buechner is a wonderful Christian author. He proposes that: ‘The place God calls you to is the place where your deep gladness and the world’s deep hunger meet,’” Kate said. “As someone with a lot of options of what to do with my life, that was a really helpful paradigm for me. What started Greenhouse was the conviction that my ‘joy’ is encouragement, and the world’s ‘need’ is the Gospel.” “The place God calls you to is the place where your deep gladness and the world’s deep hunger meet.” – Frederick Buechner Many of Kate’s missionaries at Greenhouse Group are friends of friends or were connected to her from organizations that she contacted. Living out her encouraging lifestyle, Kate has been around the world and visited with a good number of the teams she supports over the last two years. Her efforts have taught her the needs of people in countries like Mozambique, France, Japan, and many others. When she is not traveling, her days are often filled with intentional meetings, identifying people’s dreams and praying over God’s calling on their lives and organizations. She has also forayed into helping start-up organizations catalyze group prayer calls as a way to promote a multiplied atmosphere of prayer. “I think that’s how God wired our brains… what truly gives us a sense of thriving is getting to participate and have purpose in other people’s lives,” Kate said. A Missionary to Missionaries Kate’s outlook, rooted in her faith, has led to a gratitude that has moved her to become a missionary to missionaries. Her intentionality meant more than becoming a monthly supporter. “I get to come in and break people’s boxes in terms of what philanthropy can mean. I want to invest in those serving God not only financially, but perhaps even more importantly through a relationship founded on seeking and enjoying Him together,” she said. Kate opens a two-way street of communication and reciprocal enthusiasm in what the Lord is doing and where her gifts are going. In this way, Kate is fueling her own drive to continue encouraging others. In Matthew 5:16 ESV, Jesus says, “Let your light shine before others, so that they may see your good works and give glory to your Father who is in heaven.” Where the world is often telling us to hold on to our things, the gospel is telling us to live openly, and Kate exudes this principle of developing eternal hearts around the globe with fervor.

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Answering the Call: Ben Bell’s Passion for Serving Ministries

3 years ago By The Signatry

Prior to joining The Signatry, I was never in a full-time vocational ministry role, although I could consider full-time vocational ministry as “the family business.” My dad’s parents were medical missionaries in China, my dad was a pastor, one uncle was an evangelist, and another aunt and uncle were Korean missionaries. I have several cousins and second cousins who have founded and operate ministries on a full-time basis. Despite several opportunities over the years to move into a full-time vocational ministry role, usually as their COO or CFO, since that was my training and skillset, I never felt called to full-time ministry. I considered myself “in ministry,” but not in a vocational way. I knew my calling was in the secular business world as a Christian witness, and I have always thought being a Christian witness in the secular business world was and is a very noble calling. How were you introduced to The Signatry? In 2018, I got the call to full-time vocational ministry at The Signatry. It followed a long period of soul-searching, reaching out to friends, and seeking the Lord’s guidance before I had ever heard about The Signatry. This period of seeking the Lord extended through my discernment process. I was not seeking to leave the business world. In terms of analyzing the opportunity at The Signatry, I wondered whether I’d enjoy it and if I would be any good at it. It was entirely different from my daily routine, experience, and skillset, so naturally, I had questions. But then the Lord told me to join The Signatry in the clearest way possible – that is all I needed, and all my analysis stopped. I joined the team three weeks later.

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Advisor

Starting the Generosity Conversation

4 years ago By The Signatry

It is no secret that charitable giving benefits your client and your community. Now more than ever, clients are open to discussing philanthropy and rely on the expert advice of their advisor.  Engaging in conversation and sharing your knowledge of philanthropy furthers relationships and adds value to your practice. This is an excellent opportunity to discuss tax solutions that can also accomplish meaningful work. According to the 2018 U.S. Trust study of high net-worth philanthropy, most high-net-worth individuals are already giving, but only 49% of donors have a strategy for their giving. There is a significant opportunity here for advisors to grow their practices. By participating in the generosity conversations, you can further the relationships with your clients as you help them achieve the greatest impact towards the charities most important to them. Understanding your client’s passions allows you to tailor your expertise to their unique interests and pinpoint how they imagine their lasting legacy. Year-end meetings are an excellent opportunity to share the advantages of charitable giving. A good way to start the conversation is to ask engaging questions about charity. Here are some examples: Are there any charitable interests or community needs you would like to address? What issues are you passionate about? Have you considered donating public stock as a way to use all your resources for giving? Giving stock gifts not only helps you save on taxes but also supports the causes you love. Are you currently making gifts to any charitable organizations? If so, which ones? What causes and values do you want to pass on? Initiating this conversation will benefit everyone involved. This opens the door to discuss year-end tax strategies with your clients and will invite them to create a lasting legacy of generosity. It will also strengthen your relationships and credibility with clients and their family. The long-term effects of their generosity will reach beyond your office; impacting your client, their family, and the community.   Sources: https://blog.commonwealth.com/how-to-talk-about-philanthropy-with-your-clients https://cnycf.org/page.aspx?pid=836#.W_Ctj5NKjq0 http://www.foundationsource.com/wp-content/uploads/resources/A_Whitepaper_HowToTalkTo.pdf https://www.aefonline.org/blog/how-have-conversations-about-charitable-giving https://www.ustrust.com/articles/2018-us-trust-study-of-high-net-worth-philanthropy.html  

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