Carla Comstock, a licensed financial professional with an accounting background, has over a decade of expertise in financial services. During her ten years as a co-host of a weekly radio show on markets and financial planning, she became a trusted voice in the industry. As a Strategic Growth Advisor at Ren, Carla works closely with institutional clients to drive the growth of donor-advised fund programs.
When it comes to maximizing charitable contributions for your clients, there’s one number that can be a real game changer: adjusted gross income (AGI). I… Read More »AGI, meet generosity: The unexpected combo your clients will love
Imagine offering your clients a solution that simplifies their year-end tax planning, enhances their charitable impact, and strengthens your role as their trusted advisor—that’s the… Read More »DAFs: A smart giving solution for 2024 tax benefits
Charitable giving statistics are incredibly useful for providing insight into human behavior — from financial health to generosity and social responsibility of a society. In… Read More »The state of charitable giving in the U.S.
When people put together estate plans, they’re typically looking to achieve a few simple objectives: They want to create clarity for the future, ensure their… Read More »Estate planning and DAFs: Creating assurances for the future
What is an IRA? Individual Retirement Accounts (IRAs) are a way to make tax-efficient investments to ensure financial security when you retire. There are two… Read More »How to donate IRA and other retirement assets to charity
According to the IRS, more than 12 million people offset their 2022 tax bills by taking charitable-giving deductions. Tax Cuts and Jobs Act changes… Read More »Bunch charitable giving to maximize tax deductions
At first glance, your clients probably see charitable giving as a simple exercise: They draw from their wealth to give money to a nonprofit organization… Read More »Simplify year-end giving with a donor-advised fund
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