Advisors get better results with collaboration

Welcome to the Advisor’s Philanthropic Insights by Ren, a monthly email made for advisors who incorporate charitable giving into their clients’ financial portfolios.

Financial pros get the best results with collaboration

When advisors join forces with CPAs and attorneys, they become a powerhouse team.

Financial advisors, CPAs, and attorneys make one holistic team that manages a client’s financial, tax, and legal goals. That means even though it’s not always easy, it’s important for these roles to maintain a healthy and communicative relationship.?Discover how cross-industry collaboration improves your practice and gets better results for clients.

Women in philanthropy

Women are changing the way we think about philanthropy, so to celebrate Women’s History Month we’re sharing some interesting statistics about the increasing impact women continue to have in philanthropy:

• 93% of high-net-worth women gave to charity, compared to 87% of high-net-worth men according to the 2018 U.S. Trust Study of High Net Worth Philanthropy. (Women and Philanthropy | Women and Social Change, Carolyn Appleton)
• 73% of charitable donors in the world are women, and 90% of single women give more than single men. (Women and Philanthropy | Women and Social Change, Carolyn Appleton)
• 40% is the amount of global wealth women hold, and this number continues to rise. (Women as the new face of wealth; four facts about the boost of women’s wealth across the globe, Thais Lino Cardoso, 2022)
• Volunteering for an organization is a significantly higher motivator for giving among high-net-worth women than men. (Study of High Net Worth Women’s Philanthropy and The Impact of Women’s Giving Networks, 2011).

Attending the Women’s Philanthropy Institute (WPI) Symposium in Chicago?

Don’t miss our workshop on Wednesday, March 29th 1:30 CT where Kim Ledger and Maggie Sangalang will dive into how women in the financial and philanthropy industries can work together to meet each client’s unique monetary and philanthropic objectives.

Save your seat today!

Charitable giving is our specialty

Your clients have philanthropic goals, and Ren gives you the resources to make sure you help them reach those goals.

Contact our experts if you want to learn more about charitable giving. And get all the information and tools you need about philanthropic giving by visiting our website.

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