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Partner Program

Grow your program with charitable giving

The Ren Partner Program helps financial institutions retain and grow assets under management by helping them include philanthropy as part of a holistic client approach.

Unlike many other partner programs, we start our work together by deeply understanding your organization as well as your drivers and goals. Then, together we establish a plan that allows your firm to offer philanthropic solutions that support growth and result in giving programs that thrive.

Develop giving programs that thrive

We enhance and expand your offerings to include a planned giving component that helps your organization:

    • Reach new markets and segments.

    • Offer your clients a diverse set of products.

    • Prevent customers from looking at your competitors for solutions.

    • Sell deeper into your existing customers base.

 

Our partners also receive the following advantages:

    • Benefit from Ren’s established name recognition and reputation.

    • Access Ren’s advanced expertise and resources.

    • The latest philanthropic technology solutions.

    • Scalability that supports faster growth.

Meet our partners

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Learn more about our partner program

Client story: CapShift

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Client story: Ukraine's jewel

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Client story: Pages of generosity

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Client story: Wespath

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Client story: UMFWV

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Client story: Mastering complex giving

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Code of conduct

Ren operates within the highest standards of ethics and integrity. Ren Partner Program representatives act in a manner that complies both with the letter and spirit of the following code of conduct:


Competitive advantage
We act objectively when conducting business with you to help create growth plans that will allow you to be competitive in the philanthropic market.


Customer loyalty
We provide you with the means to deliver quality and effective products and strategies to keep your clients loyal.


Reputation and image
We understand the importance of your business reputation and image, and we uphold and protect both.


Confidentiality
We help you retain your clients’ trust and meet regulations by maintaining the confidentiality of the information you entrust us with.


Partnership priority
We uphold our partnership with your organization before working directly with financial advisors and their clients.

Partner for philanthropy, partner for growth

Financial and asset management institutions must develop bold growth priorities that enable their firms to thrive through and beyond current conditions. The Ren Partner Program allows your organization to complement your current offerings with philanthropy, extending your firm’s wealth management offerings and attracting new clients with end-to-end philanthropic solutions.

Partnering with Ren gives your financial institution the support needed to develop and grow giving programs that thrive and position your organization to gain the competitive edge it needs.

Become a partner

We are welcoming new organizations to partner with Ren to drive a revolution in the philanthropic marketplace.

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