Philanthropy QuickHits

Introducing a 15-minute deep dive into the power of philanthropy and donor-advised funds.

No fluff, just sharp, actionable insights to help you make the most of your time and your clients’ charitable strategies. Designed for busy professionals, these sessions pack a punch with big ideas in a bite-sized format.

Whether you’re looking to level up your DAF knowledge or use philanthropy to boost your practice, we’ve got you covered. Get ready for high-quality content, delivered quickly and directly, just the way you like it.

Register for our upcoming webinars below.

Next QuickHit

Watch on-demand

TitleDate
Tax-smart giving strategies with a donor-advised fundMarch 19
 

New to DAFs? This event assumes familiarity with donor-advised fund design and usage, so we recommend newcomers review foundational resources first. 

DAF E-Book

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UBS advisor portal

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How to make contributions to a DAF

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Frequently asked questions

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Donor-advised funds

One of Ren’s most popular services is the set up and management of donor-advised funds, which allow for the transfer of assets to a public charity for the purpose of charitable giving.

The nation’s fastest-growing giving strategy, donor-advised funds are ideal for charitably minded individuals who face capital gains taxes on appreciated assets or estate taxes and who want to involve family in philanthropy. Donor-advised funds contributions are made to the sponsoring charity who maintains the fund. Donors receive immediate charitable deductions and retain the opportunity to recommend the charities that receive grants.