Advisor’s Philanthropic Insights: The advisor's year-end checklist
Welcome to the Advisor’s Philanthropic Insights by Ren, a monthly newsletter made for advisors who incorporate charitable giving into their wealth management practice.
The checklist every advisor needs for strategic charitable giving
Want to fend off the annual ritual of squeezing in charitable giving at the close of the year? Use this action list to help your clients make smart and strategic philanthropic decisions ahead of year end. Read more.
Do you have any planned giving topics you want to know more about? Let us know!
Puzzle section
True or False: Nonprofits bring in more revenue in the last two days of the year than they do during the world’s largest day of giving, GivingTuesday.
See the answer below!
Advisor resources
Upcoming webinar: On Thursday, October 26th at 1 pm (EDT), Maggie Sangalang, Manager of Client Growth at Ren, will uncover the benefits of DAFs as a powerful tool for strategic giving, offering flexibility, tax advantages, and the opportunity to optimize your client’s charitable contributions. Save your spot now to get strategic insights for leveraging donor-advised funds.
Tax updates: The IRS isn’t known for its delightful experiences, but with some recent updates, our resident tax expert, Joseph Gianforte, CPA, suspects there’s hope that taxpayers’ future interactions with the IRS may be less frustrating. Read the latest changes implemented by the IRS.
Article: Kevin McGrath, Sr. Manager at Ren, dives into the ways philanthropic giving plays a central role in a comprehensive wealth management approach. Take a look at what he has to say about how giving vehicles can offer a customized way to help clients reach their goals. (Global Banking & Finance Review)
From our blog: We partnered with the experts at Impax Asset Management Group to dive into how DAFs and sustainable investments work together to compound the impact of donors’ philanthropic dollars. Uncover the power behind using these two concepts together.
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The DAF Giving Summit
New in 2023, the DAF Giving Summit agenda is organized into four program tracks designed to give attendees an even more focused experience: All Hands, Growth, Foundations, and Board of Directors. Visit our website to learn more about each program track and to see the latest agenda.
Don’t miss the event that’s bringing charitable giving into the modern era through the sharing of best practices, showcasing new technologies, and more.
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
True: “December 30 and 31 are such important days that, for many nonprofits, they bring in more revenue than even GivingTuesday!”
Data source: 10 Year-End Giving Statistics Every Fundraiser Should Know for 2023, Neon One, 2023