Ren

The #GivingSeason is here! #DonorAdvisedFunds (DAFs) provide tax benefits now, with the flexibility to decide on charities later. Help your clients plan for impactful #CharitableGiving: https://bit.ly/4fB4Y0V #FinancialPlanning #WealthManagement

Check out this quick video featuring Frank Astorino of the @Astorino Financial Group, sharing how #DonorAdvisedFunds (#DAFs) simplify estate planning and inspire impactful giving. Hear real-world success stories and strategies to help clients leave a lasting legacy. Watch now: https://bit.ly/40RLoca

The latest edition of "Ren Philanthropic Insights" is here! This month, we’re exploring how #DonorAdvisedFunds (#DAFs) can simplify year-end tax planning and maximize charitable impact. With Giving Tuesday just around the corner on December 3, now is the perfect time to discuss DAFs with your clients. Read the full newsletter for expert resources and actionable insights:

Big impact, simplified giving. #GivingTuesday is just around the corner on December 3! With Ren’s #DonorAdvisedFund (#DAF) solutions, you get an immediate tax deduction and the flexibility to support causes you care about on your timeline. Talk to your financial advisor about the benefits of using a donor-advised fund for your year-end giving today: https://lnkd.in/edMb73w4

Build stronger client connections this #GivingTuesday by helping them give with purpose. Ren’s #DonorAdvisedFund (#DAF) solutions empower you to guide your clients toward intentional, tax-savvy giving that supports their overall financial objectives. If your clients don’t yet have a DAF, now is the time to act. We recommend establishing a donor-advised fund no later than December 16 to ensure they can take advantage of year-end giving opportunities. Talk to your clients today about funding or opening a DAF: https://bit.ly/40ZzL32

Are you considering the right factors when choosing a DAF provider? Flexibility is essential to align with your clients’ unique giving strategies. Ren and RCF deliver industry-leading solutions for institutions and advisors offering customizable options for contributions, investments, and grantmaking. Discover the essential questions to ask when evaluating DAF programs: https://lnkd.in/g-xNnjzb

Giving Season is here! Help your clients make the most of their #CharitableGiving contributions with Ren’s quick year-end giving checklist! From setting goals to ensuring contributions are complete by Dec. 31, this resource makes it easy to align their #philanthropy with year-end financial goals. Download now: https://bit.ly/3UQvMBM #WealthManagement #DAF #DonorAdvisedFund

Crypto gifts are booming! With valuations at an all-time high, #DonorAdvisedFunds (DAFs) are the perfect tool for maximizing tax savings and impact. Ren and RCF handle complex assets like cryptocurrency, business interests, and more. Ready to learn how crypto donations work? Download our FAQ: https://bit.ly/4eBeZda

Are your clients getting the most flexibility and value from their #DonorAdvisedFund (#DAF)? Asking the right questions can help identify the best DAF provider for their year-end giving. Get the full picture by exploring three essential questions to ask when choosing a DAF: https://bit.ly/3MJhZIM #DAFs #YearEndGiving #WealthManagement

Ren is proud to sponsor the DC Finance SF Bay Family Office & High Net Worth Conference in San Francisco on November 18. Stop by our booth to learn how we can amplify the philanthropic experience for your clients, meet our team, and enter our giveaway. There’s still time to register—learn more: https://lnkd.in/eF5jSUsh #WealthManagement #Philanthropy