Ren’s Philanthropic Insights podcast series explores tax-smart giving strategies. Hosted by Kim Ledger and featuring expert guests, each episode offers concise, actionable advice for financial advisors and individuals interested in strategic philanthropy.
Discover how to leverage donor-advised funds (DAFs) to grow your practice and maximize your impact.
Whether you prefer to watch or listen, be sure to subscribe to catch the latest episodes.
Season 1
Season 1 of Ren’s Philanthropic Insights series offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact.
Episode 1: Intro to using DAFs for planned giving
Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren
Guest: Kyle Christopherson, Sr. Vice President of Client Services, Ren
Episode 2: A complete guide to donor-advised funds
Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren
Guest: Kyle Christopherson, Sr. Vice President of Client Services, Ren
Episode 3: How to talk to clients about charitable giving
Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren
Guest: Kyle Christopherson, Sr. Vice President of Client Services, Ren
Episode 4: How to know when a DAF is right for your clients
Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren
Guest: Kyle Christopherson, Sr. Vice President of Client Services, Ren
Episode 5: The power of cross-collaboration for financial advisors
Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren
Guest: Kyle Christopherson, Sr. Vice President of Client Services, Ren
Season 2
Season 2 of Ren’s Philanthropic Insights series offers advisors everything they need to know about making the most with gifts of complex assets – including real estate, business interest, passion assets, alternative investments, and qualified appraisals.
Episode 1: Unlocking charitable opportunities with complex assets
Host: Kim Ledger, Vice President of Complex Assets, Ren
Guest: Katie Collin, Complex Gift & Grant Director, Ren
Episode 2: Donating complex assets: Real estate
Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren
Guest: Katie Collin, Complex Gift & Grant Director, Ren
Guest: Bruce Geiss, Chief Operating Officer, Realty Gift Fund
Episode 3: Donating complex assets: Business interests
Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren
Guest: Katie Collin, Complex Gift & Grant Director, Ren
Episode 4: Donating complex assets: Passion assets
Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren
Guest: Katie Collin, Complex Gift & Grant Director, Ren
Guest: Colleen Boyle, Managing Director-National Sales, The Fine Art Group
Episode 5: Donating complex assets: Alternative investments
Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren
Guest: Katie Collin, Complex Gift & Grant Director, Ren
Episode 6: Donating complex assets: Qualified appraisals
Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren
Guest: Matt Fix, CFA, Principal, Scalar
Guest: Steve Lindsley, Director, Scalar
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