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.
About The Signatry for Advisors
Download PDFHow Donor Advised Funds Work
Download PDFDAF Startup Guide
Download PDFAbout DAFs for Advisors
Download PDFAbout Advisor Managed Accounts with The Signatry
Download PDFSetting Up Advisor Managed Accounts
Download PDFGenerosity Tools for Your Clients
Share these fact sheets with your clients as you discuss the best charitable giving strategies for their situation.
About Donor Advised Funds
Download PDFDesignated Funds: Solution for IRA Giving
Download PDFCharitable Giving Strategies: Giving Life Insurance
Download PDFCharitable Giving Strategies: Charitable Bunching
Download PDFNon-cash Asset Giving: Business Interest Donations
Download PDFNon-cash Asset Giving: 3 Questions to Ask Before Selling Your Business
Download PDFNon-cash Asset Giving: Give Before the Sale
Download PDFNon-cash Asset Giving: Real Estate Interest Donations
Download PDFNon-cash Asset Giving: Publicly Traded Security Donations
Download PDFDonor Advised Funds vs. Private Foundations
Download PDFComparing Charitable Options
Download PDF