We can operate more efficiently – and steward God’s resources better – by consolidating our fund operations into one fund sponsor. The Signatry Charitable Trust can receive the broadest range of gift types, making it the best option to serve as a single fund sponsor for all of The Signatry.

While funds are being transferred from one fund sponsor to another, all of the organizations involved are still a part of The Signatry. All funds will remain at The Signatry.

As a donor advised fund sponsor, The Signatry receives donations of both cash and noncash assets. Noncash donations (also called nonliquid gifts) can include gifts of real estate, business interests, and more. Many of these nonliquid gifts are best received by a trust. The Signatry’s original fund sponsor organization (Servant Foundation) is a corporation, not a trust. As a result, The Signatry formed The Signatry Charitable Trust in 2018 to make it easier to accept a broader range of gifts.

The transition will be a gradual process. It began in November 2023 and will continue through most of 2024.

The transition will only affect those who advise funds held at Servant Foundation. For these people, there will be a three-week period during the transition when new grant recommendations will be on hold. Additionally, there will be a period during the transition when they will not be able to make any new contributions or new grant recommendations. We will notify affected individuals before these things happen.

If the fund you advise was opened in 2024, it is already held at The Signatry Charitable Trust and will not be impacted.

Recurring grants on transitioning funds will continue to be paid through the transition period. For grants whose payment dates fall during our grant approval pause window, we will work to pay those grants early so that nonprofit recipients are not negatively impacted.

Servant Foundation is a 501(c)(3) non-profit organization that is a donor advised fund sponsor. It was founded in 2000 and became part of The Signatry in 2018.

The Signatry Charitable Trust is a 501(c)(3) non-profit organization that is a donor advised fund sponsor. It was founded as part of The Signatry in 2018.

The Signatry LLC is a legal entity that is wholly owned by The Signatry Charitable Trust. You may see this name as a data point for funds that are sponsored by The Signatry Charitable Trust. The IRS treats donations to The Signatry LLC as though they were made to The Signatry Charitable Trust for charitable contribution deduction purposes.

Yes, you will still be able to access the fund through our online platform after the transition.

No, your username and password will not be changed by this transition.

Our Investment Team will work directly with the financial advisor to transition each donor advised fund’s brokerage account. Our team is working to make this transition as seamless as possible for both donors and advisors.

We have simplified our investment pools to align our investment selections with our investment strategies.

The tax deductibility of any contribution is something you should discuss with your professional tax advisor. Like Servant Foundation, The Signatry Charitable Trust is tax exempt under Internal Revenue Code § 501(c)(3) and is classified as a public charity described in Internal Revenue Code § 509(a)(1); it is listed in IRS Publication 78. Additionally, both Servant Foundation and The Signatry Charitable Trust are donor advised fund sponsoring organizations, as defined in Internal Revenue Code § 4966(d)(1). ​

The Signatry LLC is a limited liability company that is wholly owned by The Signatry Charitable Trust. The Signatry LLC is treated by The Signatry Charitable Trust as a disregarded entity.​

Per Internal Revenue Service Notice 2012-52, “[i]f all other requirements of § 170 are met, the Internal Revenue Service will treat a contribution to a disregarded SMLLC that was created or organized in or under the law of the United States . . . and is wholly owned and controlled by a U.S. charity, as a charitable contribution to a branch or division of the U.S. charity.”

While we always recommend discussing the language in your estate planning documents with your lawyers and advisors, we are treating the transitioned fund at The Signatry Charitable Trust/The Signatry LLC as the successor to the previous fund at Servant Foundation.

We will consider any devises or bequests to Servant Foundation for a named fund to be allocable to the successor fund at The Signatry Charitable Trust/The Signatry LLC.

Please confer with your lawyer if you have questions regarding the specific language used in your estate planning documents.