Giving Season is here, and your clients are ready to give back.
This year-end giving checklist is a go-to resource from Ren for financial advisors, simplifying the process of aligning philanthropic goals with year-end financial strategies to maximize their clients’ charitable giving.
Want to keep this timeline on hand? Download your free year-end giving timeline for easy reference and to help your clients maximize their giving.
Quick year-end giving checklist:
- Confirm goals by Thanksgiving
Touch base with clients on their giving goals before Giving Tuesday, Dec. 3. - Review client assets for optimal gifts
Ren is uniquely qualified to help you identify the most tax-smart assets to give. - Open new DAF accounts by Dec. 16.
We recommend this cut-off date since some asset types take longer to process. TIP: DAFs provide immediate tax benefits with flexible grant timing. - Process all contributions by Dec. 31.
Ensure all cash and asset contributions are completed by Dec. 31 to qualify for 2024 deductions. - Plan ahead for 2025
Set clients up for success next year with early planning.
About Ren
You want to help your clients maximize their giving while growing your business – Ren is here to make that happen! We offer flexible, tax-smart solutions and tools that make it easy to include philanthropy in your practice. With Ren, you get more than just philanthropic services; you get a trusted partner dedicated to making generosity easy and impactful for everyone involved.
Contact our team of experts at [email protected] or visit our Advisor Resource Center for more information about strategic planned giving.
