Resource Center
Insights, stories, and practical guidance from donors, advisors, and charities. Scroll, search, or filter below to find resources relevant to your situation.
Top 5 Client Scenarios for a DAF
As a financial advisor, knowing when to introduce a donor-advised fund can elevate your client relationships and enhance their tax strategy. Here are the most common situations when a DAF is the perfect fit.
The Pre-Close Checklist
Five considerations for advisors with business owner clients approaching a liquidity event. Business owner clients have a narrow window for charitable planning before a sale closes — here are the watchpoints to understand before that conversation starts.
Private Wealth Guide
A simple, actionable plan to deepen client loyalty and deliver best-in-class philanthropic solutions.
Tax Advisor’s Guide to DAFs
Tax advisors are often the most trusted source of guidance when it comes to managing a client's financial strategies, and many of your clients are likely interested in a donor-advised fund as a tax-advantaged giving solution.
Advisor Cheat Sheet
A year-end cheat sheet for using in-kind stock donations to reduce a client's taxes and concentration risk. Spot the opportunity, frame the conversation, and act before December 31.
2026 Year-End Checklist
Donor-advised funds have become the fastest-growing charitable vehicle in the U.S. If you're not proactively discussing giving with clients, someone else likely is.
About Ren
Ren's technology and services power the nation's leading donor-advised fund programs, enabling advisors to offer their clients a world-class giving experience.
2026 DAF Deadlines
The contribution into the DAF, not the grant to a charity, is what counts for 2026 taxes. Here's what needs to happen, and when, to hit your clients' goals this year.
California’s Proposed Billionaire Tax
Major shifts in tax policy are a natural prompt for giving conversations. Here’s what advisors need to know about Proposition 40, and how to discuss the right charitable giving options.
OBBBA: Philanthropy & Estate Planning
What financial advisors need to know about the One Big Beautiful Bill Act (OBBBA), donor-advised funds, and how Ren can help you put it into practice with clients.
