As we approach the 2024 election, wealthy individuals face significant changes to their financial outlook – and while some are tempted to wring their hands… Read More »Election 2024: Essential tax strategies advisors are using now
It’s a familiar scenario: The calendar is on its final pages and a client decides they want to contribute to charity. Maybe they’re looking for… Read More »The true costs of rushed giving and how to minimize them
Takeaways SITUATION: Cornelia Roosevelt was overwhelmed by the administrative burdens of their private foundation after her husband, Kenny, passed away. SOLUTION: Collapse the private foundation… Read More »Private foundation to DAF: How a widow decreased administrative burden and increased giving
While progressing through their careers as attorneys, Alma and Brent Nickels have developed a routine of generosity. With the means and opportunities to support causes… Read More »How to create a family giving plan
Despite — or perhaps even in response to — the major global disruptions over the past few years, charitable giving continues to grow. Altogether, individuals,… Read More »Understanding generational giving trends
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
Charitable giving is an increasingly important part of wealth management, both to allow donors to support causes they believe in and provide them with helpful… Read More »Donor-advised fund tax benefits and deductions for 2024
When financial advisors, CPAs, and attorneys maintain a healthy and communicative relationship, they become a powerhouse team for clients (especially during tax season). So… Read More »Why cross-industry collaboration is essential for financial advisors
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
8888 Keystone Crossing, Suite 1200
Indianapolis, IN 46240
(317) 757-3453
© 2024 Ren. All rights reserved | Privacy Policy | Terms of Service