Philanthropic Insights | September
Welcome to the Ren Philanthropic Insights, a monthly newsletter with the latest about wealth management, philanthropy, and a little about Ren.?
With Giving Season right around the corner, we dedicated this edition to the tools and information advisors need to prepare so you can make charitable giving smooth for your clients during this final quarter of the year.
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Resource spotlight
We’ve got something just for you! Whether you’re experienced or new to DAFs, take advantage of our new Advisor DAF Resource page . You’ll find short videos you can watch in minutes, case studies, and practical resources to help you feel confident and ready to guide your clients through their charitable giving plans – especially for the upcoming Giving Season.
CLICK HERE to explore the Advisor DAF Resources page
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Featured article
Wrap up the season right with DAFs
As year-end approaches, your clients have charitable giving on their minds. A donor-advised fund (DAF) can help them get immediate tax deductions while staying flexible with their future donations. In this blog, get practical, year-end strategies using DAFs.
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Ask the Expert | Giving Season series
Have questions about charitable giving at year-end? Ask our charitable giving experts during our LinkedIn Live sessions to get the details you need. From beginner to advanced, we have sessions for advisors of every level of DAF experience.
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Gifts of business interest at year-end
Date: Tuesday, Oct. 1, 12 PM (EST)?
Experts: Kim Ledger, SVP of Complex Assets, and Kyle Christopherson, MBA, CFP? - SVP, Client Growth
Level: Advanced
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Giving Season timelines and tips to stay organized
Date: Tuesday, Oct. 15, 3 PM (EST)?
Experts: Jeff Christie, VP, Client Advancement, and Kevin McGrath,?SVP, Solutions Specialist
Level: Beginner/Intermediate?
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Using alternative assets with DAFs at year-end
Date: Tuesday, Oct. 22, 12 PM (EST)?
Experts: Sarah Brock Rhodes, Director, Family Office Services, and Greg Baker, EVP, Legal & Gift Services?
领英推荐
Level: Advanced
Puzzle section
Fill in the Blank: By creating a DAF, clients can "bunch" contributions from several years into one year, which helps them exceed the standard deduction amount and improve their _______ for the current year.
Answer below
Philanthropic Insights video | Impact Series
In Part 2 of our conversation with Mitzi Perdue, we dive deeper into her strategies for impactful giving and the motivations behind her generosity.
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Watch the latest episodes.
Listen to the latest episodes.
?DAF Giving Summit
The 2024 DAF Giving Summit has fresh themes and tracks based on your feedback. New tracks include Navigating the Future of Wealth, Family Office Philanthropy, and Big Ideas. Also new are Sector Circles for private, in-depth discussions with peers, Deep Dives for advanced content and practical insights, and Don’t Miss the Moment for exploring the latest trends and challenges in philanthropy. Check out the agenda for the latest lineup of keynote speakers and session leaders.
Your charitable giving needs are 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:
By creating a DAF, clients can "bunch" contributions from several years into one year, which helps them exceed the standard deduction amount and improve their tax benefits for the current year.
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