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.
No matter their interests, your child has plenty of opportunities to get involved in the community and support the causes they care about most.
At SignatureFD, a core tenet of our values is generosity. We fundamentally believe in giving back to the communities we serve. As part of this year’s plan, we’ve adopted a kitchen at the Atlanta Ronald McDonald House near Egleston/Emory.
As the end of 2022 approaches, charitable giving may be at the forefront of your year-end planning. Before donating, it is important to review the increased standard deduction thresholds to gift in a tax-efficient manner.
At SignatureFD, GIVE is one of the four investment pillars we’ve identified that help us approach wealth management from a holistic perspective. Generosity is a core value at our firm, and we are proud to support organizations that help our areas thrive.
