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.
Since joining the Firm in 2019, our SignatureGENEROSITY team, has worked with dozens of clients to create their own personalized Generosity Blueprints and create meaningful impact in their communities. One client, in particular, has engaged in an especially inspiring journey of generosity.
As the end of 2023 approaches, charitable giving may be at the forefront of your year-end planning. We’ve identified three key elements we believe are crucial to philanthropic strategies, allowing donors to navigate tax complexities, maximize their charitable contributions, and help ensure a brighter future for the causes they hold dear.
At SignatureFD, we are committed to helping our clients discover and pursue their Net Worthwhile®. As part of that commitment, we partner with clients and their families to explore ways to align their values and passions with their unique resources to connect and give back to the causes they care about.
Since joining the Firm in 2019, our Director of Giving, Elizabeth Burdette, has worked with dozens of clients to create their own personalized Generosity Blueprints and create meaningful impact in their communities. One client has engaged in an especially inspiring journey of generosity.
You likely want your charitable donations to be as effective as possible when you give. A donor-advised fund (DAF) is a charitable investment account to support the organizations you care about. DAFs are one of the fastest-growing giving vehicles in the United States because they are one of the easiest and most tax-advantageous ways to give to charity.
During the pandemic a group of Emory University researchers wrote, “In times of great stress, stories sustain us.” According to their study, children who know their family stories are more resilient, weather stress better throughout their lives, exhibit more self-esteem, and have higher quality friendships over those who did not know their origin stories.
