Surprising giving motivations of HNW
Welcome to the Ren Philanthropic Insights, a quarterly newsletter with the latest about wealth management, philanthropy, and a little about Ren.
In this edition:
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What motivates high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to participate in philanthropy? It’s probably not what you think. Discover why the HNW and UHNW actually give to charity.?
Industry Updates
Tax updates: The Secure Act 2.0 gives individuals more options for retirement, expands contribution limits, allows more time for retirement plan earnings to accumulate, and reduces the penalties for withdrawals from and excess contributions to retirement accounts. Read how these changes impact retirement plans.
Top 10 industry trends for 2023: For those firms that are quick to adapt and want to prepare for whatever comes next in the wealth management industry, here’s what to look out for in 2023. Learn more about the upcoming challenges and top 2023 wealth trends.
Help clients reach long-term goals with DAFs: Clients want to talk about philanthropy with their financial advisors, but they want their advisors to come to the table with solutions that meet their long-term goals. Discover five ways DAFs are an especially valuable piece of comprehensive wealth management. ?
Exciting news! Ren acquired Stellar Technology Solutions, which means the most robust philanthropic solutions are now available under one market-leading organization.
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Advisor Insights
Make sure your advisors sign up for our monthly Advisor Philanthropic Insights newsletter, so they don’t miss out on the latest and greatest information about the industry. Each month, we share expert tips, information, and resources that give advisors the confidence to provide their clients the best charitable giving guidance.
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Six reasons to use a DAF in a volatile market: For those who missed our last webinar or want a refresher, watch our on-demand presentation by donor-advised fund expert, Kyle Christopherson, as he dives into the benefits of participating in a DAF, even in a volatile market.?Watch now
DAF rules and contribution limits for 2023: Ren very own, Joseph Gianforte, CPA, shares the essential DAF information for the current 2023 calendar year. Get the details
DAF Giving Summit
Your charitable giving needs are our specialty
Your program’s success is our priority, and now that we’ve combined the expertise of Ren and Stellar, we have even more opportunities to help your firm expand and offer exceptional client experiences through philanthropy. Charitable giving is what we do - all day, every day. Set up a time with one of our specialists to discover all the additional tools and platforms now available to you.
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Meet the charitable needs of all clients: Holistic wealth management includes philanthropy, and each client is different and comes with a variety of unique needs and goals. Meet the needs of clients of all giving capacities with Ren’s full suite of charitable giving vehicles and services.
You can reach out to us with any of your charitable giving questions – as a matter of fact, we hope you do! We love to talk about all things philanthropy with you and your advisors.?