Philanthropic Insights | November
Welcome to the Ren Philanthropic Insights, a monthly newsletter with the latest about wealth management, philanthropy, and a little about Ren.
The advisor's edge this Giving Season: Strategic insights into DAFs
Imagine offering your clients a solution that simplifies their year-end tax planning, enhances their charitable impact, and strengthens your role as their trusted advisor—that’s the power of donor-advised funds (DAFs) this Giving Season. DAFs are one of the most effective tools for strategic, tax-efficient charitable giving. Discover how DAFs can elevate giving in our latest blog!
Puzzle Section
Three truths and a lie: The world of philanthropic giving is full of acronyms. Some are well-known, while others are a bit more obscure. Below, we’ve listed five charitable vehicles—four are real, and one is entirely made up. Can you spot the imposter?
A.??? CRT – Charitable Remainder Trust
B.??? CLAT – Charitable Lead Annuity Trust
C.??? NIMCRUT – Net Income with Make-Up Charitable Remainder Unitrust
D.??? IPCLAT – Instant Philanthropic Charitable Lead Annuity Trust
Answer below
Impact in action
Advisor success stories: Kellie Kelleher-Smith of B&C Financial Advisors shares how donor-advised funds have become a cornerstone of her practice, highlighting their value in client onboarding and year-round planning conversations.
Giving Season Resources
Simplify Giving Tuesday (Dec. 3) for your clients with a DAF: Giving Season is here and your clients are ready to give back. Talk to them about opening or funding a donor-advised fund today. Tip: We recommend opening a DAF before Dec. 16 since some assets take longer to process.
Download your free year-end giving timeline now: Download your free year-end giving timeline for easy reference and to help your clients maximize their giving.
Grab our crypto donation FAQ to learn more about donating crypto through a DAF: With crypto valuations at an all-time high, donating through a DAF is a tax-smart strategy. Ren and RCF make it easy to accept crypto gifts, reducing capital gains taxes while supporting clients' causes.
Have you checked out our new Advisor DAF Resource page yet? Whether you're a seasoned pro or just getting started with donor-advised funds, this page has everything you need. From quick, bite-sized videos to case studies and practical tools, it's designed to give you the confidence to guide your clients through their charitable giving.
Ask the Expert | Giving Season series
Have questions about year-end charitable giving? Watch our on-demand Ask the Expert LinkedIn Live sessions, where our giving experts share valuable insights. Whether you're new to donor-advised funds or an experienced advisor, we have sessions tailored to every level of expertise.?
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 and get all the information and tools you need about philanthropic giving by visiting our website.
Puzzle answer
Answer: D. IPCLAT – Instant Philanthropic Charitable Lead Annuity Trust