In the professional services industry, the key to success is simple and clear: Know what your ideal clients want and help them get it. As… Read More »How to engage HNW+ clients with donor-advised funds: A financial advisor’s guide
There’s no doubt that the world of investment has been rocked by digitization and technological advances. These changes brought a swift wave of innovation and efficiency… Read More »The Advantages of Using Holistic Wealth Management to Help Clients Succeed
While taxes aren’t the main motivator for donors, clients want a financial advisor who can offer tax-smart giving strategies that also allow them to reach… Read More »The Power of Planning: Five Tax-Smart Giving Tips Using Donor-Advised Funds
More than ever, high-net-worth (HNW) individuals want to make philanthropy part of their wealth strategy. So why aren’t advisors talking to them about it? Kevin… Read More »How to stand out to HNW clients through philanthropy
What motivates high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to participate in philanthropy? Nobody likes paying taxes and since charitable deductions are an obvious and straightforward… Read More »Giving motivations of HNW and UHNW may surprise financial institutions
The 2023 DAF Report compiled by the National Philanthropic Trust shows donor-advised funds (DAFs) continue to be a popular choice for charitable giving. Among the… Read More »Donor-advised fund rules and contribution limits for 2024
Today we announced that Stellar Technology Solutions is joining forces with Ren, bringing together the most influential group of experts in the philanthropic solutions space… Read More »Better together: Why I’m all-in on combining Stellar and Ren
If you’re here reading this blog post, you likely saw the press release announcing that Ren is joining forces with Stellar and are looking for… Read More »Why Ren and Stellar are combining!
Savvy advisors know that smart and strategic wealth management is a long game, and to provide truly holistic wealth management, advisors need to have a… Read More »Donor-advised funds: The key to helping clients reach long-term goals
As all financial advisors know, every client possesses unique attributes, needs, and goals which collectively make up their personal and economic profiles. Along with those… Read More »How to know when donor-advised funds are best for clients
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