As a Strategic Growth Advisor at Ren, Jordan Richardson is dedicated to fostering the growth and success of donor-advised fund programs. He has a decade of experience in financial services and philanthropic planning. He holds a B.A. in Economics and Business Management from Hope College and is recognized as an Accredited Investment Fiduciary (AIF®) and Chartered Advisor in Philanthropy (CAP®).
While the end of the year is undeniably the most active time for opening and contributing to a donor-advised fund (DAF), this can be limiting… Read More »Four reasons DAFs need to be on every advisor’s mid-year agenda
Many financial advisors have viewed charitable giving primarily as a vehicle for reducing the amount of wealth their client lose to taxes. It’s a reasonable… Read More »Navigating the tax landscape and charitable strategies
The process of opening a donor-advised fund (DAF) is so simple, that the hardest step might be choosing the right name that best fits the… Read More »How to name a donor-advised fund — Your complete guide
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