The process of opening a donor-advised fund (DAF) is so simple, that the hardest step might be choosing the right name that best fits the… Read More »How to name a donor-advised fund — Your complete guide
Despite the upheavals and aftershocks over the last couple of years brought about by a pandemic, inflation, and other world events, the wealth management industry… Read More »2024 top trends in wealth management
A charitable remainder annuity trust (CRAT) is a type of charitable remainder trust that enables a donor to support a charity while receiving a fixed… Read More »What is a charitable remainder annuity trust? Your complete guide
Partner blog: This blog is in partnership with John T. Keith, senior consultant with Johnson Grossnickle and Associates (JGA), which has been providing authentic strategic… Read More »Clearing the confusion: Debunking myths about DAFs
As year-end tax planning commences, donors should be aware of two charitable giving strategies to reduce taxable income: bunching and Qualified Charitable Distributions (QCD). Bunching… Read More »2023 year-end tax planning and charitable contributions
At first glance, your clients probably see charitable giving as a simple exercise: They draw from their wealth to give money to a nonprofit organization… Read More »Simplify year-end giving with a donor-advised fund
When it comes to securing a financial future and supporting meaningful charitable causes, a charitable remainder trust, or CRT, achieves both. This financial tool can… Read More »Understanding charitable remainder trusts (CRTs) — The pros and cons
Donor-advised funds (DAFs) are a means of philanthropic investment that allow for an immediate tax deduction on the full amount of the contribution. Investments can… Read More »Top six donor-advised fund providers for individuals and institutions and how to choose the right one
Join Kevin McGrath, one of Ren’s top experts on donor-advised funds (DAFs), as he presents with Impax Asset Management Group, the experts on sustainable impact… Read More »On-demand webinar: Investing for good
When major disasters happen around the world – think earthquakes in Turkey, wildfires in California, war in Ukraine – a lot of Americans want to… Read More »Donor-advised funds (DAFs) offer fast and efficient disaster response
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