At SignatureFD, we believe giving back can be one of the most meaningful ways to find your Net Worthwhile®. As the end of 2024 approaches, charitable giving may be at the forefront of your year-end planning. This usually begs the question, “How can I make a meaningful impact on the causes I care most about while optimizing my financial plan?”
Deeply invested in its community, one client family has always prioritized volunteerism and philanthropy. However, as the children entered their teenage years the family began to seek ways to amplify…
Community foundations receive support from a wide array of donors, including individuals and families, businesses, other charities and foundations, and sometimes government entities. What differentiates a community foundation from other nonprofits is the variety of grantmaking vehicles they employ and that donors may engage with.
Incorporating generosity into your legacy planning typically involves more than just designating beneficiaries in a will or trust. It’s usually about shaping how you’ll be remembered and living out that…
At SignatureFD, we believe that generosity can be a powerful tool to build lasting bonds among multiple generations of a family. Explorations of a family’s values, passions, and legacy are…
What is the difference between a donor-advised fund and a private foundation, and which one should I use for my charitable giving?
The holiday season is a magical time when families can come together to share warmth, love, and the spirit of giving. Whether you’re reuniting with loved ones from afar, welcoming college students back home, or just enjoying a break from work and school, it’s a perfect moment to foster a sense of togetherness and community engagement.
Learn how you can incorporate your philanthropic goals in your financial planning with a Charitable Remainder Trust.
Many individuals and families aspire to create a legacy of generosity and giving back to the community. With the guidance of SignatureFD’s SignatureGENEROSITY team, many clients and their families have embarked on their own journeys of generosity.
SignatureFD’s commitment to the nonprofit community extends beyond our team’s significant volunteer efforts and financial support. We are also honored to partner with several nonprofit organizations as clients, whom we serve with the same level of care in investment management and financial planning as our individual and family clients.
