With a B.A. in Finance from Anderson University, an MBA from Butler University, and a CFP® professional, Kyle has over 20 years of experience in every aspect of creating and administrating various charitable gift instruments. He’s developed thousands of charitable planning strategies and has handled compliance issues, accounting questions, tax return audits, and the review of proposed investments for charitable gifts. Kyle now runs a team that supports the growth and success of philanthropic programs. He is a frequent presenter at national and regional conferences to educate financial professionals and planned giving officers on how to create effective charitable planning strategies.
As a financial advisor, knowing when to introduce a donor-advised fund (DAF) can elevate your client relationships and enhance their tax strategy. Here are the… Read More »5 client scenarios when a donor-advised fund (DAF) makes sense
It’s a familiar scenario: The calendar is on its final pages and a client decides they want to contribute to charity. Maybe they’re looking for… Read More »The true costs of rushed giving and how to minimize them
When they started their staffing company, Scott and Kim Wedgeworth* hoped they might one day build it into something they could sell to supplement their… Read More »DAFs in business exit strategies: Tax efficiency and impact
Despite the upheavals and aftershocks over the last couple of years brought about by a pandemic, inflation, and other world events, the wealth management industry… Read More »2024 top trends in wealth management
A charitable remainder annuity trust (CRAT) is a type of charitable remainder trust that enables a donor to support a charity while receiving a fixed… Read More »What is a charitable remainder annuity trust? Your complete guide
When it comes to securing a financial future and supporting meaningful charitable causes, a charitable remainder trust, or CRT, achieves both. This financial tool can… Read More »Understanding charitable remainder trusts (CRTs) — The pros and cons
To make a positive impact on society, support charitable missions, and leave a lasting legacy for future generations, consider starting a private family foundation. A… Read More »What is a private family foundation? Your complete guide
One area of wealth management that can be counted on to drive some year-end urgency is charitable giving. As Q4 winds down, your clients become… Read More »The advisor’s year-end checklist for strategic charitable giving
Like a lot of Americans, many of your clients probably plan to leave some of their wealth to charity. After all, it’s good to know… Read More »Funding a DAF or CRT through an estate
A community foundation is a type of nonprofit organization that works to address a wide range of local needs and supports causes such as education,… Read More »What is a community foundation? Your complete guide
8888 Keystone Crossing, Suite 1200
Indianapolis, IN 46240
(317) 757-3453
© 2024 Ren. All rights reserved | Privacy Policy | Terms of Service