Ren Marketing

Unlock year-end giving opportunities with this concentrated stock toolkit This ready-to-use toolkit helps financial advisors talk to clients about donating appreciated stock to a donor-advised… Read More »Year-end toolkit: Help clients donate stock, reduce taxes, and give smarter

Unlocking the power of philanthropy for your clients The RIA Philanthropy Playbook is your go-to guide for integrating strategic charitable giving into your client conversations.… Read More »A Private Wealth Guide to Elevated Charitable Planning

Key takeaways:  Situation: A successful business owner with a sizable IRA wanted to leave a meaningful legacy to his community and reduce his heirs’ tax… Read More »How an IRA funded a legacy through a donor-advised fund

Key takeaways  Situation: A donor wanted to make a significant gift to support Ukraine but was facing high capital gains taxes on a valuable asset. Solution:… Read More »Ukraine’s jewel: A story of impact

Key Takeaways Situation: A widow inherited her late husband’s rare book collection and wanted to honor his legacy while supporting the causes they both cared… Read More »Pages of generosity: Wilson’s literary legacy

As of February 21, 2025, the Department of Government Efficiency (DOGE) is driving changes—$3.4 billion in reported savings, federal tech upgrades, and workforce shifts Your… Read More »DOGE developments: A window of opportunity for financial advisors

Partner blog: This blog is in partnership with CapShift, a specialist firm whose impact investing platform and suite of solutions empower financial and philanthropic institutions,… Read More »Help clients give smarter: The power of recoverable grants