a generosity newsletter from The Signatry

IN THIS EMAIL

Give strategically | DAF Investments

Learn how to choose the right DAF investment for your generosity goals.

Live generously | Cause Champions

Meet Kate, a next-gen investor using her inheritance for sustainable, holistic support for missionaries.

Give Strategically

Find the Right Investments for your Generosity Horizon

When you think about the donor advised fund (DAF) you advise at The Signatry, what vision of impact comes to mind? 

Fuel for a new nonprofit initiative launching this year? Ongoing support for ministries you see making a difference? Long-term generosity that builds over time? 

A DAF can facilitate any of these goals, but you can maximize its impact by helping us optimize the DAF’s investments to generate returns when they’re most effective. 

The Signatry has three managed investment pools and a money market pool option. You can watch the video below to learn more about each option and how it affects a DAF’s activity and efficiency: 

Like any other investment, these pools take time to see meaningful growth. This is why we encourage you to recommend an investment pool with an expected return that aligns with your generosity horizon.  

Here is a quick overview of the expected return on each pool: 

Conservative Pool 

Management Fee: 0.35%  

Suggested Timeline for Growth: 3 Years  

Aggressive Pool 

Management Fee: 0.75%  

Suggested Timeline for Growth: 5+ Years 

Moderate Pool 

Management Fee: 0.75%  

Suggested Timeline for Growth: 4-5 Years  

Money Market (default)

Management Fee: None 

Suggested Timeline for Growth: Short maturities, minimal risk—ideal for donors who plan to start recommending grants right away.  

You can visit our website for a detailed look at each pool’s targeted allocation and last quarter’s investment performance. 

Think about your vision for impact. Does your generosity horizon align with your current investment horizon? Are there any investment changes you want to recommend? 

Contact my team, Donor Care, to get started. 

In partnership,

Lesli Carnes

Vice President, Client Engagement

What moves my heart to generosity: Trauma Recovery and Redemption 

Live Generously

Meet Kate Gardner, Cause Champion for Missionaries 

Recently, my colleagues Nick and Savannah had the opportunity to sit down with Kate Gardner and hear her story. Kate supports dozens of missionaries financially — which is amazing in itself — but her support goes so much further than recommending recurring grants from her DAF. Kate invests in the relationships and in the ministry with prayer and encouragement, including visits to the mission field. Watch her story below: 

As a person who received her inheritance at a young age, Kate also shared some valuable insights on stewardship and wealth transfer: https://thesignatry.com/cause-champions/kate-gardner/next-gen-inheritor/ 

The whole team here at The Signatry is really excited to share Kate's story. We know that hearing how others have followed their calling to generosity is a key component in helping people realize they can answer that calling, too. 

With gratitude,

Ben Martin

Vice President, Marketing

My cause: Orphan Prevention