8888 Keystone Crossing, Suite 1200
Indianapolis, IN 46240
(317) 757-3453
Education Center
Ren’s team of charitable consultants includes tax attorneys, accountants, MBAs, Certified Financial Planners, and other professionals who collaborate to assist donors, financial professionals, and charitable institutions with philanthropic planning.
In addition, we provide on-demand tools and education that give you the confidence to start a charitable conversation. Adaptable to a wide range of industries and organizations, these tools help you whether you’re a financial professional working on behalf of a client, an individual wanting to learn more about your best option, or a nonprofit professional seeking the best ways to serve donors and your mission.
Resources for financial advisors
12 questions to ask before setting up a DAF
Uncover everything you need to know about DAFs and if they’re right for your clients.
How to make contributions to a DAF
Learn how to make a contribution to a donor-advised fund using complex assets.
CRT quick guide
Get a quick summary of CRTs and uncover the many benefits they offer your clients.
CLT quick guide
See whether charitable lead trusts are best for your client with this quick guide.
Financial advisor webinars
Six benefits of a DAF in a volatile market
Making the most of DAFs in 2022
Gifting complex assets
Resources for financial institutions
DAF program best practices
Learn how to launch and manage a donor-advised program that thrives.
Ren's managed services
Discover the power of using an expert like Ren to manage your philanthropic services.
Making contributions to a DAF
Find out the advantages of partnering with Ren to handle complex assets donations.
DFX platform benefits
See why DFX is the best charitable giving technology on the market for institutions, advisors, and clients.
Financial institution webinars
Are white-label DAFs right for your organization?
Top 10 wealth management trends for 2023
How diversity is driving impact investing
Contact us
Let’s start a charitable conversation today.