WE PLAN OUR BUDGET. WE PLAN OUR INVESTMENTS.
WHAT IF WE COULD ALSO PLAN OUR IMPACT?

At SignatureGENEROSITY, we believe giving is the key to finding your Net Worthwhile. Humans are wired to be generous, and we all have something to give. That’s why we provide the resources, guidance, and expertise to support your journey of generosity.

Everyone has different motivations for giving. What are yours?

When it comes to generosity, there is no wrong answer.
Generosity is uniquely based on your own motivations and values.

🎧 Click here to learn more about SignatureGENEROSITY

Gratitude
Gratitude

I’ve benefited from the generosity of others and want to pay it forward.

Family
Family

I seek to honor and create family traditions and inspire the next generation.

Community
Community

I want to be part of a solution to societal challenges.

Faith
Faith

I feel called to share the gifts that God has given me.

Legacy
Legacy

I hope to be remembered for more than my financial success.

Strategy
Strategy

I want to incorporate charitable giving into my financial plan to help mitigate tax exposure.

What are your CORE VALUES?

With a personalized giving plan you’ll be able to make an impact that aligns with your values.

Don’t know where to start?

The SignatureGENEROSITY team is here to support you with our complimentary tool to help you discover what matters most to you.

Take the First Steps to Discover Your WHY!

Our Generosity Alignment Quiz is a fun way to explore a variety of needs in the world to see which ones are closest to your heart and your why.
Your personalized quiz results will get you one step closer to turning your generosity goals into a reality.

What’s next

Now that you know your why, let us help you find your ‘HOW.’ The SignatureGENEROSITY team wants to meet YOU! In your SignatureGENEROSITY strategy session, we will co-create your Generosity Portfolio:

GENEROSITY Blueprint

Most thoughtful givers make a plan and create a mission statement for how they approach giving. By creating a Generosity Blueprint you ensure you remain focused and achieve your goal to help others.

See Blueprint Example

GENEROSITY Action Plan

We will plan your next steps to help maximize the impact of your giving.

See Action Plan Example

GENEROSITY Statement

Your statement captures how far you have come on your journey of generosity and reflects the impact of your giving on the organizations and people you have invested in.

See Statement Example

Are You Ready to Make An IMPACT?

Start Your Journey Now

SignatureGENEROSITY Media & Insights

We believe giving is a key to finding your Net Worthwhile. Humans are wired to be generous, and we all have something to give. That’s why we provide the resources, guidance, and expertise to support your journey of generosity.

Sign up for the SignatureGENEROSITY Newsletter!

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Philanthropy Tools & Techniques: Charitable Remainder Trusts

Learn how you can incorporate your philanthropic goals in your financial planning with a Charitable Remainder Trust.
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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…
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Generosity Spotlight November 2023 – John Lert

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2023 Charitable Giving Strategies

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Generosity Spotlight – August 2023

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Generosity Spotlight – May 2023

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…

THE SIGNATUREGENEROSITY® TEAM

Picture of Blair Cunningham

BLAIR CUNNINGHAM CPA, CFP®

“My Net Worthwhile is encouraging others to learn and experience the joy of living a generous life.”

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EvanCarter

EVAN CARTER CFP®, MDIV

“My passion is to walk alongside others and together, break free from a scarcity mindset, so as to experience that joy that comes with living generously.”

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Elizabeth Burdette

ELIZABETH BURDETTE, JD

“My goal is to help at-risk youth in Atlanta find opportunity through mentorship, housing and health resources, and faith based solutions.”

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Alex Moss

ALEX J. MOSS, CFP®

“I hope to help break the cycle in the Charlotte foster system; helping to restore a sense of community, support, and hope.”

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