Two key rules Advisors who want to have productive philanthropic conversations should follow two key rules: Steps for meaningful charitable conversations As for how to… Read More »Advisor Resource: How to talk to clients about charitable giving
There’s no doubt that the world of investment has been rocked by digitization and technological advances. These changes brought a swift wave of innovation and efficiency… Read More »The Advantages of Using Holistic Wealth Management to Help Clients Succeed
Note: This post is a part two of a three-blog series by Gideon Taub, Ren’s Chief Strategy Officer providing his perspectives on the DAF ecosystem, the… Read More »In-House and Outsourced Service Options for Donor-Advised Fund Programs
While taxes aren’t the main motivator for donors, clients want a financial advisor who can offer tax-smart giving strategies that also allow them to reach… Read More »The Power of Planning: Five Tax-Smart Giving Tips Using Donor-Advised Funds
Donor-advised funds (DAFs) are the fastest-growing and most popular charitable giving option today. That’s largely a result of more individuals — especially high-net-worth individuals —… Read More »Simplifying charitable giving: The benefits of a white-label donor-advised fund
Charitable giving is an increasingly important part of wealth management, both to allow donors to support causes they believe in and provide them with helpful… Read More »Donor-advised fund tax benefits and deductions for 2024
When financial advisors, CPAs, and attorneys maintain a healthy and communicative relationship, they become a powerhouse team for clients (especially during tax season). So… Read More »Why cross-industry collaboration is essential for financial advisors
Note: This post is a part one of a three-blog series by Gideon Taub, Ren’s Chief Strategy Officer providing his perspectives on the DAF ecosystem,… Read More »A view of the DAF landscape
More than ever, high-net-worth (HNW) individuals want to make philanthropy part of their wealth strategy. So why aren’t advisors talking to them about it? Kevin… Read More »How to stand out to HNW clients through philanthropy
What motivates high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to participate in philanthropy? Nobody likes paying taxes and since charitable deductions are an obvious and straightforward… Read More »Giving motivations of HNW and UHNW may surprise financial institutions
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