As Manager of Client Growth at Ren, Maggie Sangalang works with key institutional clients to achieve their philanthropic goals and accelerate growth in their donor-advised fund program. She is a licensed financial professional with over 15 years of experience in both the financial and philanthropic sector. Using her extensive experience and passion for philanthropy, she enhances client engagement by making charitable giving a critical component of the financial planning conversation.
While taxes aren’t the main motivator for donors, clients want a financial advisor who can offer tax-smart giving strategies that also allow them to reach… Read More »The Power of Planning: Five Tax-Smart Giving Tips Using Donor-Advised Funds
Charitable giving in retirement years is a tax-efficient way to support the causes donors care most about. The Secure (Setting Every Community Up for Retirement… Read More »Secure Act 2.0 motivates retirees to give more to charity
8910 Purdue Road, Suite 500
Indianapolis, IN 46268
(317) 757-3453