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Donor-advised funds (DAFs): Financial advisors’ competitive edge

In the ever-evolving world of financial planning, staying ahead of the curve is crucial. As a financial advisor, one of the most effective ways to… Read More »Donor-advised funds (DAFs): Financial advisors’ competitive edge

Giving Season is here, and your clients are ready to give back. This year-end giving checklist is a go-to resource from Ren for financial advisors,… Read More »Quick year-end giving checklist: Advisor resource

As a financial advisor, knowing when to introduce a donor-advised fund (DAF) can elevate your client relationships and enhance their tax strategy. Here are the… Read More »5 client scenarios when a donor-advised fund (DAF) makes sense

As we approach the 2024 election, wealthy individuals face significant changes to their financial outlook – and while some are tempted to wring their hands… Read More »Election 2024: Essential tax strategies advisors are using now

Imagine offering your clients a solution that simplifies their year-end tax planning, enhances their charitable impact, and strengthens your role as their trusted advisor—that’s the… Read More »DAFs: A smart giving solution for 2024 tax benefits

Takeaways SITUATION: Craig, facing a substantial tax bill from selling his $95 million farm-to-table business with nearly zero cost basis, was determined to transform his… Read More »Using a DAF to donate business interest anonymously

Takeaways SITUATION: Mark and Sally, deeply troubled by the escalating climate crisis, felt frustrated and powerless when their commercial DAF provider couldn’t support their desire… Read More »Using a DAF for climate support: Turning concerns into action

Takeaways SITUATION: When financial advisor Benjamin James met with Winston and Lyla Washington for a semi-annual review, the couple expressed their passionate desire to involve… Read More »Using a DAF to create a legacy through collaboration

It’s a familiar scenario: The calendar is on its final pages and a client decides they want to contribute to charity. Maybe they’re looking for… Read More »The true costs of rushed giving and how to minimize them

Takeaways SITUATION: Private foundation grant takes too long for donors who urgently need to get relief funds to a charity after a crisis. SOLUTION: Use… Read More »DAF vs private foundation: DAF quickly provides relief funds during crisis