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,… Read More »Quick year-end giving checklist: Advisor resource
Imagine offering your clients a solution that simplifies their year-end tax planning, enhances their charitable impact, and strengthens your role as their trusted advisor—that’s the… Read More »DAFs: A smart giving solution for 2024 tax benefits
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
Making predictions for the year ahead is a dicey undertaking. The economy is unstable, the global stage is frightening, and the only thing certain about… Read More »Charitable Giving Projections for 2024
As year-end tax planning commences, donors should be aware of two charitable giving strategies to reduce taxable income: bunching and Qualified Charitable Distributions (QCD). Bunching… Read More »2023 year-end tax planning and charitable contributions
At first glance, your clients probably see charitable giving as a simple exercise: They draw from their wealth to give money to a nonprofit organization… Read More »Simplify year-end giving with a donor-advised fund
Join Kevin McGrath, one of Ren’s top experts on donor-advised funds (DAFs), as he presents with Impax Asset Management Group, the experts on sustainable impact… Read More »On-demand webinar: Investing for good
Join us for an in-depth look into the fundamentals of donor-advised funds (DAFs) and how to leverage their power to enhance your client’s charitable giving… Read More »On-demand webinar: Maximize year-end giving
On September 20, 2023, the Federal Reserve decided to keep the federal funds rate steady for the fourth quarter of 2023. While the future is… Read More »Charitable giving in the era of high interest rates
In some ways, the coming chaotic rush to beat the year-end clock no doubt will be like all of those we’ve experienced in the past.… Read More »Trends likely to shape your clients’ end-of-year
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