Philanthropic Insights | March 2024
Welcome to the Ren Philanthropic Insights, a quarterly newsletter with the latest about wealth management, philanthropy, and a little about Ren.
Philanthropic Insights video/podcast
Don’t miss the latest release of Ren’s new Philanthropic Insights video/podcast series, The power of cross-collaboration for financial advisors.
Kim Ledger , Ren’s VP of Complex Assets, and planned giving expert Kyle Christopherson, MBA, CFP? , head of Strategic Growth Services at Ren talk about how and why financial advisors can collaborate with other professional advisors to make a powerful charitable planning team for their clients.
Watch the latest episodes.
Listen to the latest episodes.
Puzzle section
Multiple choice: What percentage of Americans have an estate plan?
A.??? 54%
B.??? 48%
C.??? 32%
D.??? 28%
Answer below.
Estate planning and DAFs: Creating assurances for the future
Discover how integrating a DAF into an estate plan can provide immediate benefits while simplifying long-term goals. From reducing taxes to ensuring assets are distributed as desired, learn how a DAF can streamline the philanthropic legacy of your clients. Dive deeper into the advantages of DAFs for estate planning.
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?From our blog:
On-demand webinar:
Elevate your practice with powerful tools for your high-net-worth (HNW) clients’ philanthropy. In this webinar, Ren and Foundation Source experts uncover the strategic integration of donor-advised funds and private foundations to show how they can work together to achieve your client’s philanthropic aspirations.
DAF Giving Summit
Advisor Series: The DAF Giving Summit: Join us on June 6th for the San Francisco Wealth Impact Forum, a part of the DAF Giving Summit Advisor Series. This event is designed for elite wealth managers, family offices, and estate planning professionals dedicated to advancing their careers and deepening client relationships through philanthropy. Register today to reserve your spot!
Join the conversation: We’re seeking dynamic voices to shape the narrative at the DAF Giving Summit in Nashville, TN October 16-18, 2024. Propose a full session or recommend panelists for a specific topic. Act now; submissions are evaluated continuously through the March 31, 2024 deadline.
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: C, 32% Data source: Rachel Lustbader, 2024 Wills and Estate Planning Study, Caring, 2024