One area of wealth management that can be counted on to drive some year-end urgency is charitable giving. As Q4 winds down, your clients become… Read More »The advisor’s year-end checklist for strategic charitable giving
Help your clients make the most of their year-end charitable gifts. Despite a volatile market and soaring inflation, donors are committed to supporting the causes… Read More »Four tax-smart giving strategies
8888 Keystone Crossing, Suite 1200
Indianapolis, IN 46240
(317) 757-3453
© 2024 Ren. All rights reserved | Privacy Policy | Terms of Service