Preparing for Giving Season? Help clients lock in tax savings now by funding a DAF before year-end – and deciding on charities later.

Web Seminar: How to know when a white-label DAF is right for your organization

As donor-advised funds (DAFs) continue to surge in popularity, they open new opportunities for organizations and institutions to retain and bring in new clients. Ren’s Kevin McGrath will share how the DAF landscape has matured and now offers sophisticated and customizable options that allow institutions to offer a seamless user experience through a white-labeled DAF product. Discover the key decision points and how to decipher which options and combinations are right for your organization.

Click here to watch on demand!

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Is a donor-advised fund the right choice for your client?​

Get the answers to the most frequently asked questions about donor-advised funds in our free eBook — 12 Questions to Ask Before Setting Up a Donor-Advised Fund.