Philanthropic Insights | January

Welcome to the Ren Philanthropic Insights, a monthly newsletter with the latest about wealth management, philanthropy, and a little about Ren.

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2024 Year-End Giving Impact

Thanks to the dedication of financial advisors like you, along with the generosity of your clients, over 100,000 charities were supported with more than $25B in grants through Ren and RCF in 2024, creating lasting change in education, health, community development, and much more.

Now is the perfect time to partner with your clients on their 2025 giving strategies. With the new year ahead, it’s a great opportunity to explore strategic charitable giving—especially gifts of complex assets that can take longer to prepare and process. Here’s how to help your clients achieve their philanthropic goals and build deeper connections through impactful gifts beyond cash.

Resources:

• In the wake of the California wildfires, communities are facing significant challenges, and we encourage you to talk to your clients about using their donor-advised funds at Renaissance Charitable for fast, impactful support—learn how DAFs can make a difference in times of disaster.
• Get ahead of the curve in 2025 with Ren’s in-house tax expert, Joseph Gianforte, as he breaks down key tax changes, IRS updates, and economic trends that will impact your clients' financial strategies in the year ahead. Read the full article to stay informed and prepare your clients for the year ahead!
• Discover why donor-advised funds (DAFs) are a game-changer for financial advisors, offering flexibility, tax advantages, and a powerful competitive edge in 2025—Kyle Christopherson uncovers how you can integrate them into your practice today.

Contact an expert

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. Visit our website to get all the information and tools you need about philanthropic giving.