Advisor Managed Accounts
Maximize Your Impact with a Trusted Advisor
The cash in a donor advised fund can always be invested to grow over time. Through an advisor managed account, your financial advisor can use their knowledge, experience, and preferred investment vehicles to help maximize the value of a donor advised fund you have set up.
From the first dollar, The Signatry allows you to recommend your financial advisor to manage investments that can expand the power of your generosity.
What is an Advisor Managed Account?
An advisor managed account (AMA) is an external brokerage account that can be set up within a donor advised fund (DAF). An AMA serves as an alternative way to invest a fund’s balance beyond The Signatry’s standard offerings, including our biblically responsible investment pools.
If you have opened a donor advised fund with The Signatry, you can recommend that The Signatry partner with your financial advisor to manage the funds within the external brokerage account.
This external account is under the discretionary management of a financial advisor who has been recommended by a donor to The Signatry.
Why Consider an Advisor Managed Account?
Your Generosity Goals + Your Advisor Relationship = Stewardship with Expanded Impact
1. Bring your advisor in on your charitable giving goals.
Your financial advisor has played a key role in stewarding your resources. They know your history and understand your goals. They may have helped you decide how and how much to give.
An advisor managed account enables your advisor to go one step further and help you maximize the resources you have decided to give away.
2. Work with your advisor from the first dollar.
To include a charitable investment advisor with other DAF sponsors, the fund may have to keep a minimum balance of hundreds of thousands of dollars.
At The Signatry, we share your mission to support kingdom causes at any stage in your generosity journey. We invite your financial advisor to join that journey from the first dollar—no minimum account balance required.
3. Rely on your advisor’s knowledge and experience.
Any donor advised fund with The Signatry can be invested in one of our investment pools.
An advisor managed account enables an advisor to recommend investments beyond our usual offerings. If they have preferred investment vehicles, those may be used to grow the fund balance.
FAQs
Do I need to set up a donor advised fund before I can set up an AMA?
Yes. An advisor managed account is only an additional investment opportunity for the funds in an existing donor advised fund. An open and active donor advised fund is a prerequisite.
If you are interested in our advisor managed accounts but you have already set up a donor advised fund at a different sponsoring organization, that fund can be easily transferred to The Signatry as a grant from the existing sponsor.
How do I set up an AMA?
To open an advisor managed account with The Signatry, you will need to complete the donor advised fund (DAF) application.
In the application, you can indicate your interest in an AMA and recommend that we retain your financial advisor as an investment manager for the fund.
After the DAF is established, we will review the recommended investment manager. Once this is approved, we will work with your advisor to set up the investment accounts.
How to Set up a Donor Advised FundWill all of the donor advised fund balance be invested through the AMA?
Not necessarily. As a donor, you can recommend that some or all of the fund balance be invested.
Can I recommend grants from a donor advised fund that contains an active AMA?
Yes. You may continue to make contributions and grant recommendations as you normally would.
If the total fund balance is invested with an advisor managed account, the process to recommend a grant may take longer than usual to complete, as divestment from the account will be necessary to fund the grant.
Can I create an AMA within an existing donor advised fund?
Yes. An AMA can be set up in a donor advised fund at any time.
If you have already opened a donor advised fund at The Signatry, contact our investments team to submit the recommendation and initiate the process.
If you have already set up a donor advised fund at a different sponsoring organization, that fund can be easily transferred to The Signatry as a grant from the existing sponsor.
Speak with our team to get started.
Connect with our experts to help you think creatively about your resources and identify the best giving strategies for your goals.
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