Latest Industry Insights

2025 charitable giving strategies for year end planningPlanning

The New Era of Giving: Strategic Charitable Planning Post-OBBBA

Discover how changes under the OBBBA can encourage a shift to strategic charitable planning. Learn ways to meet new deduction thresholds and align your giving with your long-term wealth goals.
A hand is holding a dollar bill folded into a heart and putting it into a piggy bankNET WORTHWHILE

Donor-Advised Funds: A Giving Tool with Strategic Benefits

Learn how donor-advised funds (DAFs) can transform reactive giving into an intentional, tax-smart strategy. Discover if a DAF is the right tool to align your wealth with your values.
An outline of a family with a red heart and coinsSignatureGENEROSITY

2025 Charitable Giving Strategies

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 8 STEPS TO FINANCIAL READINESS

Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.

DOWNLOAD NOW

THE 8 STEPS TO FINANCIAL READINESS

Make the most of your wealth now and in the future while assessing challenges, opportunities, and risks along the way. That way, you can grow, protect, give, and live your wealth in a way that aligns with what matters most: your Net Worthwhile®.

DOWNLOAD NOW

All Industry Insights

  • Category

  • Sort By

Short and Long-Term Cash Investing Strategies


So, you’ve got some extra cash, and you want to leverage it in a way that can support you in growing, protecting, giving, and living your wealth to the fullest.

SignatureFD Introduces #SignatureStories


We are pleased to introduce SignatureStories, a video series of people discussing their journey of wealth, happiness and ultimately, their NET WORTHWHILE®. Please Note: No portion of the video content…

Understanding Liability Coverage for E-Bike Operations Under Homeowner’s Insurance


E-bikes have become a common mode of transportation in urban areas, often used on public roads. However, a misconception persists among e-bike owners regarding liability coverage under their homeowner’s insurance policy.

Investment Options with Private Placement Insurance


Private Placement Insurance (PPI) vehicles have steadily gotten more attention in the high-net-worth space over the past few decades.

Empower to In Power #6: Creating Systemic Change with Leslie Turner


Leslie Turner is the former Senior VP of Hershey Company and former Associate General Counsel for the Coca-Cola Company. With over 30 years of legal experience, she has served as…

Empower to In Power #5: Creating Opportunities For Women of Color with Audra Cunningham


Audra Cunningham spent more than 20 years working in telecommunications before switching gears in 2008 to pursue a career in commercial real estate. Now she is the first woman to become a…

Empower to In Power #4: Overcoming the Fear of Failure with Jolie Weber


A proven leader in building and executing strategic plans that drive revenue growth and productivity (while also increasing employee engagement and loyalty), Jolie Weber is a force to be reckoned…

Empower to In Power #3: Becoming a Strong and Authentic Leader with Kathy Waller


Our guest today is Kathy Waller, the former CFO of the Coca-Cola Company. In this episode, she will be explaining the importance of identifying your unique skillset and learning how…

The Average NFL Player Could Lose $250K Under Newly Proposed Tax Laws


It feels like we’ve all lived a decade in the last year, doesn’t it? There is no shortage of headlines, stories, and narratives that have filled our televisions, phones, and brains. Most of these are things we will remember and tell our kids and our grandkids.

Empower to In Power #2: The Power of Authenticity and Strong Values with Ceree Eberly


We’re so fortunate to have Ceree Eberly with us today. Ceree spent nearly 30 years at Coca-Cola, where she last served for eight years as the Chief People Officer. She…

Empower to In Power #1: Climbing the Ranks in a Male-Dominated Industry with Linda Booker


Welcome to the Empower to In Power podcast! Each month, we will be highlighting the trailblazing journeys of women who boldly carved a path to leadership. You will hear stories…

Are your New Year’s Resolutions on Life Support Now?


It’s that time of year again – the resolutions rush – the time of year when people resolve to make better choices, live better lives and be all around better…

Webcast Recording: Giving and Getting More out of Liquidity Events


In this webcast, you’ll learn: The most common mistakes business owners make in approaching liquidity events for their businesses Real-world lessons in growing a successful business and building a charitable…

Ep #15: Creating Electric Experiences with Michael Lennox and Elizabeth Burdette


In this episode, the Director of Client Engagement at SignatureFD, Elizabeth Burdette, and the Founder of ATL Family Meals, Michael Lennox, discuss why generosity is about more than just money.

Commanding Your Way to A Better Life: Executive Compensation Negotiation Techniques


Dwayna Haley, Senior Vice President and Practice Director of Porter Novelli, recently joined us on SignatureFD’s podcast, Net Worthwhile, to discuss the necessity of commanding vs. demanding what you want as a high-level, woman executive.

Ep #14: Strategic Giving with Ann Cramer and Elizabeth Burdette


In this episode, Director of Client Engagement at SignatureFD, Elizabeth Burdette, and retired IBM Director Americas Corporate Citizenship, Ann Cramer, discuss linking your values as a company with the needs…

SignatureExecutive Webinar: Making the Right Company Benefit Elections for You and Your Family


It is important to choose the benefits that are right for you and your family. These benefits can help you protect your health, your finances, and your future.

Ep #13: Commanding Your Way to a Better Wage with Dwayna Haley


In this episode, Senior Vice President and Practice Director of Porter Novelli, Dwayna Haley, discusses the importance of being open about your finances.

Ep #12: Thinking Your Way to Success with Kim Ades


In this episode, Frame of Mind Coaching and JournalEngine Software President Kim Ades talks about how to harness the power of your thoughts to transform your life.

How to Spot Opportunities No Matter How Full the Glass


During a time in the world where there are so many uncertainties and frustrations are high, it can be easy to resort to negativity. So, we sat down with Kim…

Page 7 of 11