As year-end tax planning commences, donors should be aware of two charitable giving strategies to reduce taxable income: bunching and Qualified Charitable Distributions (QCD). Bunching… Read More »2023 year-end tax planning and charitable contributions
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
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
Join Kevin McGrath, one of Ren’s top experts on donor-advised funds (DAFs), as he presents with Impax Asset Management Group, the experts on sustainable impact… Read More »On-demand webinar: Investing for good
When major disasters happen around the world – think earthquakes in Turkey, wildfires in California, war in Ukraine – a lot of Americans want to… Read More »Donor-advised funds (DAFs) offer fast and efficient disaster response
Join us for an in-depth look into the fundamentals of donor-advised funds (DAFs) and how to leverage their power to enhance your client’s charitable giving… Read More »On-demand webinar: Maximize year-end giving
On September 20, 2023, the Federal Reserve decided to keep the federal funds rate steady for the fourth quarter of 2023. While the future is… Read More »Charitable giving in the era of high interest rates
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
In some ways, the coming chaotic rush to beat the year-end clock no doubt will be like all of those we’ve experienced in the past.… Read More »Trends likely to shape your clients’ end-of-year
I know a long-time cyclist who, like a lot of athletes, tracks his performance over time. The thing is, back when he started cycling, amateur… Read More »No more spreadsheets: Sub-accounting for endowment, foundation, and DAF clients
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