Make the most of your client's charitable giving

With three decades of experience providing philanthropic solutions, Ren gives attorneys, accountants, financial professionals, and other trusted advisors the expertise and resources necessary to help their clients undertake charitable giving that fulfills long-term financial and philanthropic goals.

Your one-stop shop for charitable gift services

Ren provides expertise and services to trusted advisors working to guide their clients into smart, impactful and tax-effective charitable giving strategies.

By serving as a one-stop shop for counsel and support on tax reporting, contribution processing, grant processing, trust administration, technology, and accounting, we support trusted advisors on all matters relating to:

  • Donor-Advised Funds
  • Charitable Gift Annuities
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Pooled Income Funds
  • Pooled Special Needs Trusts
  • Private Foundations
  • Endowments
  • Scholarship Funds

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Donor-Advised Funds

One of Ren’s most popular services is the set up and management of donor-advised funds, which allow for the transfer of assets to a public charity for the purpose of charitable giving.

The nation’s fastest-growing giving strategy, donor-advised funds are ideal for charitably minded individuals who face capital gains taxes on appreciated assets or estate taxes and who want to involve family in philanthropy. Donor-advised funds contributions are made to the sponsoring charity who maintains the fund. Donors receive immediate charitable deductions and retain the opportunity to recommend the charities that receive grants.

Benefits of a Donor-Advised Fund:

Donor-advised funds help charitably minded individuals reduce taxes on their estates or on capital gains on appreciated assets.

Our per client solutions give financial professionals access to a wide range of charitable gift knowledge through our Ren Tools portal. Ren equips financial professionals to deliver advice to charitably minded clients, and supports financial institutions with trust administration, reporting, accounting, compliance, and client case consulting. 

Donor-advised funds make it easy for donors to establish a legacy of giving. Heirs and loved ones can be part of the process of distributing grants to charity, and can even be named successor grant advisors, allowing the donor-advised fund and its charitable impact to last for generations.

Discover Other Vehicles for Giving

Be the Expert: Access Ren's Education Center

Be the expert your clients need with free access to our extensive online knowledge base. With detailed information on donor options, gift calculators, explanations of tax implications, and more, Ren’s Education Center is trusted advisor’s go-to resource.

Charitable gift services aren't just a line of business for Ren. They're our only business.

With more than 30 years of experience in charitable gift services, Ren supports charitable gift portfolios for over 140 institutions – including large and small nonprofit organizations, universities, community foundations, and financial firms – and provides the expertise trusted advisors need to deliver the best guidance possible to their clients.

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