How to Maximize Your Impact With Strategic Philanthropy Tools

You can ensure your philanthropy aligns with your personal goals by using a tax-smart, donor-advised fund, one of the easiest tools for giving. Here’s how it works.

A woman carries a gift that's bigger than she is down the sidewalk.
(Image credit: Getty Images)

Philanthropy begins with understanding what makes your heart break, what keeps you up at night and what gets you up in the morning. It’s a thoughtful and intentional way of giving, an exercise that fulfills you and allows you to live in alignment with your purpose. When you give to a cause that you are personally connected to, the satisfaction you feel as a donor is exponentially greater.

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Heather Robertson Fortner
CEO, Chair of the Board, SignatureFD

Heather Robertson Fortner is CEO and Chair of the Board of SignatureFD, an integrated wealth management firm with offices in Atlanta, Georgia and Charlotte, North Carolina. During her 20-year tenure at SignatureFD, Heather has created and executed strategies that have grown the firm’s AUM from $250 million to over $6 billion. SignatureFD’s unique approach to wealth management – called Net WorthwhileTM – is predicated on her philosophy that every person has a purpose in life, and wealth should be a vehicle to achieve one’s goals and live in alignment with one’s values.