SignatureFD

Fay Twersky, President of the Arthur M. Blank Family Foundation and author of “The Giving Journey: Mapping Your Path to Impactful Philanthropy,” recently sat down with our CEO, Heather Robertson Fortner, for an insightful conversation about integrating charitable giving into family financial planning and business operations. Heather and Fay explored the power of making space for giving in personal and professional life – whether through individual and family charitable giving or corporate philanthropy programs. While giving often begins with an emotional connection to a cause, they emphasized the added impact of incorporating data, strategy, and risk assessment into philanthropic efforts. By blending heartfelt intention with thoughtful planning, families and organizations can amplify their impact on the communities and causes they care about most. To hear more from Fay and Heather’s discussions, click here: https://lnkd.in/eJtimdYE Heather also published a guide to using strategic philanthropy tools to make giving a meaningful part of financial planning year-round. You can explore it here: https://lnkd.in/e3jDy78H #Philanthropy #GivingSeason #FamilyFinances #WealthManagement #FinancialPlanning

Are you familiar with the features and policies associated with life, long-term care, annuity, and disability insurance? Do you know how these insurances can complement the financial planning process and support client experiences? Then SignatureFD might be the place for you! We’re seeking an Insurance Associate with 1 (one) year of experience working with advisors in the financial services industry or a Risk Management/Insurance degree to join our Atlanta team. As part of our dynamic team, you’ll be responsible for the growth and development of these insurances through internal partnerships and external strategic relationships. If you are ready to join a collaborative, professional environment in the Atlanta Metropolitan area and use your expertise to help create a positive impact on the lives of others, apply today! Learn more about the Insurance (Life, Long-Term Care, Annuity & Disability) Associate position here: https://lnkd.in/edtXpeiv

“The monetary environment will trump the fiscal environment as we look to the future, and that’s moving in the right direction.” Our Chief Investment Officer Anthony Welch, CFA, CFP®, CMT recently joined Schwab Network to discuss the market reaction to the U.S. election and his thoughts on monetary policy head of November’s Fed meeting. According to Tony, while there is a potential for more inflationary policies under the incoming Trump administration, monetary policy from the Fed will ultimately be the guiding economic force. He anticipates that a quarter-point cut will likely safeguard against further labor market softening. View the full segment here: https://lnkd.in/euWU3rjY #Fed #Inflation #MonetaryPolicy #InterestRates #MarketNews #Investing #Economy #Election #Wealthmanagement

Corporate giving has surged by 28% since 2019, driven by the growing importance of social responsibility among individuals and businesses alike. Research shows that 70% of consumers expect businesses to take a stand on social causes, while investors increasingly prioritize companies that seek to make a meaningful impact. On November 15th at 12pm ET, join Fay Twersky, President of the Arthur M. Blank Family Foundation and author of 'The Giving Journey: Mapping Your Path to Impactful Philanthropy,' and Heather Robertson Fortner, CEO of SignatureFD, for a live discussion on integrating philanthropy into business operations and family financial planning. They will explore how giving can align with your goals and family values, and the impact of intentional giving on the community, company culture, and beyond. Key topics include: ⚪ Giving with Purpose: Ensuring your charitable efforts reflect your personal values and business goals. ⚪ Philanthropy in Business Strategy: Practical ways to integrate mission-driven giving into your company’s operations. ⚪ Engaging the Next Generation: Creating a legacy of generosity through meaningful family discussions. ⚪ Maximizing Impact: Understanding how your resources – time, wealth, and expertise – can be activated to ensure your contributions make a difference. Register below to join Fay and Heather as they share actionable insights and guide you through the steps to aligning charitable efforts with long-term impact goals. #Philanthropy #Giving #Charity #FinancialPlanning #NetWorthwhile

November 15th is National Philanthropy Day! Join us tomorrow at 12pm ET for a live discussion to celebrate with author and philanthropist Fay Twersky and Heather Robertson Fortner on philanthropy and how individuals and companies alike can participate in giving not only in this season, but all year round. Fay and Heather will discuss: ⚪ Practical ways to align charitable giving with your business operations, such as our SignatureGIVING progam. ⚪ How to engage family members in meaningful discussions about values to create a generational legacy of generosity. ⚪ Strategies for building a company culture of giving back and ensuring that charitable efforts are maximized with useful frameworks and financial vehicles. Don’t miss this opportunity to learn how to incorporate intentional generosity into your business and family life – far beyond this dedicated day. Register to attend via the link below. https://lnkd.in/eNezUY_j #Philanthropy #Giving #Charity #NetWorthwhile

We’re thrilled to share that our CEO, Heather Robertson Fortner, has been named the gold Maverick of the Year in The Stevie® Awards for Women in Business.   The Maverick of the Year award recognizes exceptional women executives who have made a lasting, positive impact on their company and industry. Since stepping into the role of CEO, Heather has embraced innovation to expand SignatureFD’s client network, strengthen our company culture, and champion greater diversity and inclusion. Heather is passionate about sharing her leadership experience and insights with the broader corporate and financial services communities and sets a stellar example of authentic leadership every day. Please join us in congratulating Heather for this win! #WomenLeadership #Innovation #LeadershipExcellence   +++ The Stevie® Awards for Women in Business recognizes the achievements of female individuals who have affected positive change on their companies and/or industries. Entries are reviewed and rated by no fewer than five (5) judges who have been approved as qualified by Stevie® Awards staff based on the overall quality of the entry, including the merits of the claims claimed in the entry relative to the judges’ experience and their knowledge of the participant’s industry, as well as the quality of the entry’s content itself. The entry fee was $330. The award included no associated compensation and was solely based on the metrics described. Finalists were announced on September 19, 2024, and Gold, Silver, and Bronze winners were announced on November 8, 2024.

Philanthropy goes beyond financial contributions – it’s about starting meaningful discussions at home about family values and creating a legacy of generosity. How can families build a strong foundation for charitable giving that aligns with their shared priorities and long-term goals? Join Fay Twersky, President of the Arthur M. Blank Family Foundation, and Heather Robertson Fortner, CEO of SignatureFD, this Friday, November 15th at 12pm ET for a live discussion about integrating philanthropy into family dynamics and financial planning. They will explore: ⚪ How families can cultivate a spirit of giving, starting with open conversations about values and what matters most. ⚪ Strategies for engaging the next generation in charitable efforts, fostering lasting values of generosity. ⚪ Tips on incorporating philanthropy into family financial planning and practical strategies to maximize your contributions. Join us on National Philanthropy Day to learn how you can align your family’s values with your charitable efforts and create lasting change. Click the link below to register for the event. https://lnkd.in/eNezUY_j #Philanthropy #Giving #Charity #Family #WealthManagement #NetWorthwhile

We are thrilled to announce that our CEO, Heather Robertson Fortner, has been awarded the Allyship Champion of the Year Award in this year’s Women to Watch Awards, presented by InvestmentNews.   The Allyship Champion award celebrates female executives who actively support and empower others to reach new professional heights.   In her work at SignatureFD and across our industry and community, Heather has made advancing gender diversity and inclusion a top priority. She serves on many boards, where she advocates for gender equity, promotes leadership opportunities for traditionally marginalized groups, and mentors future female leaders.   Please join us in celebrating Heather on this recognition! You can read more about the awards here: https://lnkd.in/eMDfNwrJ   #WomentoWatch #GenderDiversity #FemaleCEO #WomeninFinance +++ InvestmentNews Women to Watch: Allyship Champion of the Year The InvestmentNews Women to Watch Awards celebrate achievements that measurably advance women in all aspects of the investment industry at employers of all sizes. The Women to Watch Awards team conducts research and draws on knowledge and information gained through nominations received from individuals. Excellence awardees are shortlisted finalists in each category. Winners are Excellence Awardees forwarded to an independent judging panel comprised of mortgage and finance industry leaders and senior representatives. The award is not associated with any compensation and is solely based on the metrics described. Excellence Awardees were announced on September 9, 2024. Winners were announced on November 6, 2024.

Corporate philanthropy plays a crucial role in shaping communities and company culture. As Fay Twersky and Heather Robertson Fortner will explore in our live event on November 15th at 12pm ET, giving can be much more than a financial contribution. It can also be an important way to inspire generosity, improve communities, and create a ripple effect beyond your business. Recent studies show that 87% of employees consider workplace volunteer programs when deciding whether to stay at their current job. Beyond improving retention and satisfaction, these programs foster team connection and empathy, helping businesses create a culture of generosity and purpose. During the event, Fay and Heather will discuss practical ways to integrate philanthropy into business strategies. They’ll discuss: ⚪ The impact of giving on both company culture and community trust. ⚪ Tips for involving your team in giving initiatives, from intentional selection to flexible policies and financial vehicles for maximum impact on both individual and organizational levels.  ⚪ Details about our SignatureGIVING program, which has resulted in hundreds of thousands of dollars in donations and hundreds of volunteer hours to local charities. Click below to register for this event and learn how your company can make giving a cornerstone of its culture, and how SignatureFD’s SignatureGIVING program has been instrumental in creating positive change. #Philanthropy #Giving #Charity #NetWorthwhile https://lnkd.in/eNezUY_j

“How do you become extraordinary? By doing something out of the ordinary.” SignatureFD co-founder Doug Liptak, CEO Heather Robertson Fortner, and Chief Marketing Officer Crystal Mathis, joined Megan (Meg) Carpenter on the Ficomm podcast to discuss the firm’s uniquely purpose-led mission. They shared the story of SignatureFD’s founding and discussed how their unwavering commitment to innovation and effective communication has helped attract a team of talented individuals who work toward impacting the lives of thousands of families each day. They also explored SignatureFD’s client-centric model and guiding principle, Net Worthwhile®, highlighting how this approach has aided client growth, team expansion, and meaningful community engagement. We welcome you to tune into the full interview here: https://lnkd.in/e4bNEaEG #NetWorthwhile #FinancialPlanning #FinancialAdvisory #WealthManagement