Advisor’s Philanthropic Insights: November
Welcome to the Advisor’s Philanthropic Insights by Ren, a monthly newsletter made for advisors who incorporate charitable giving into their wealth management practice.
Simplify year-end giving with a DAF
The year-end giving rush is here. Here’s how donor-advised funds can simplify charitable giving for your clients and ensure they make smart giving decisions. Discover how DAFs can take the stress out of year-end giving.
What are some planned giving topics you want to know more about? Let us know.
Puzzle section
Four truths and a lie: The financial industry comes with a wide assortment of acronyms, including a lengthy list related to philanthropic giving (DAF, CRT, CLT). Four of these charitable trust-related acronyms are real, and one is made up. Can you spot the one we made up? ?
A.??? CLAT
B.??? NIMCRUT
C.??? CRAT
D.??? DGCRAT
E.??? IPCLAT
Answer below
Advisor resources
From our blog: Discover the power of charitable remainder trusts (CRTs) with Kyle Christopherson, SVP of Client Growth, in his latest blog post. When it comes to securing a financial future and supporting meaningful charitable causes, a charitable remainder trust (CRT) achieves both. Learn about the pros and cons of CRTs, various types, and explore alternatives for long-term giving.
On-demand webinar: Watch as Maggie Sangalang, Manager of Client Growth at Ren, shares 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 strategy. Learn how to maximize your clients’ year-end giving.
On-demand webinar: In today’s rapidly evolving financial landscape, there’s more demand than ever to align investments with values. This webinar guides you through the exciting world of sustainable investing and how it can be harnessed through DAFs to maximize the impact of philanthropic contributions. Watch this enlightening webinar that dives into the dynamic and powerful synergy between DAFs and sustainable investing.
领英推荐
Special on-site event: Are Philanthropic Gifts the Solution? Don’t miss this upcoming Ren-sponsored event happening in New York on Wednesday, November 15th, from 6-8 pm, hosted by The Fine Art Group. Join us for drinks, discussion, and an educational evening with four leading experts to discover how to use art, jewelry, and other valuable collectibles to make a charitable impact. Seating is limited, so reserve your spot today!
The DAF Giving Summit
During this webinar, Jai Chanda from NPT, Susie Sieja from St. Jude Children's Research Hospital, Denyve Boyle from the Tampa Community Foundation, and John Kim from the National Christian Foundation will distill the summit’s most essential knowledge into actionable insights, perfect for both newcomers and seasoned summit-attenders.
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.
Puzzle answer
Answer: D. DGCRAT
A.??? CLAT – Charitable lead annuity trust
B.??? NIMCRUT – Net income with Makeup CRUT
C.??? CRAT – Charitable remainder annuity trust
D.??? DGCRAT – We made it up
E.??? IPCLAT – Increasing payment CLAT