Even experienced donors can benefit from a fresh look at their giving to help envision greater impact, efficiency, and meaning. SignatureFD clients Annie and Nick Shreiber, lifelong philanthropists, have long…
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For many of us, the holiday season is also the season of generosity – a time to reflect on the causes we care about and the legacy we hope to…
Helping Families Grow, Protect, Give, and Live with Purpose At SignatureFD, we pride ourselves on having a team of dedicated professionals who work to understand the intricacies of financial planning…
As the end of 2024 approaches, now may be a great time to review your current financial status and start developing goals for the new year. Before this year is…
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?”
With the potential changes to estate and gift tax laws on the horizon, high-net-worth individuals, especially business owners considering an exit, may want to start planning now to protect their…
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.
As we reach the midpoint of the year, now may be an ideal time to pause and conduct a thorough financial review. At SignatureFD, we believe wealth management is about helping our clients achieve a holistic sense of well-being.
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…
