In the whimsical world of Dr. Seuss, a donor-advised fund might be described in a playful and imaginative way. So Joe Fisher, President & CEO at… Read More »Oh, the Dreams You’ll Fund!
In my most recent post, I shared the options for insourcing and outsourcing key components of a DAF program. This post focuses on overarching trends… Read More »A deeper dive into DAF services options and trends
What do a pair of Ferraris, a precious stone from the bottom of the sea, a collection of rare books, and a Western ranch have… Read More »Maximizing giving: Transforming non-cash assets into impact
As donor-advised funds (DAFs) continue to surge in popularity, they open new opportunities for organizations and institutions to retain and bring in new clients. Ren’s… Read More »Web Seminar: How to know when a white-label DAF is right for your organization
Donor-advised funds continue to be the fastest growing choice of charitable giving vehicles. According to National Philanthropic Trust’s 2022 Donor-Advised Fund Report, the number of… Read More »Your complete guide to DAFs – Donor-advised funds
We are excited to share that we’ve been recognized as a 2023 Indy Star Top Workplace. The award is based on employee feedback results captured… Read More »Ren recognized as a 2023 Indy Star Top Workplace
In the professional services industry, the key to success is simple and clear: Know what your ideal clients want and help them get it. As… Read More »How to retain HNW clients with donor-advised funds: A financial advisor’s guide
Advisors who want to have productive philanthropic conversations should follow two key rules: Philanthropy needs to be part of a holistic wealth management strategy. The… Read More »Advisor Resource: How to talk to clients about charitable giving
There’s no doubt that the world of investment has been rocked by digitization and technological advances. These changes brought a swift wave of innovation and efficiency… Read More »The advantages of using holistic wealth management to help clients succeed
As the donor-advised fund (DAF) ecosystem has matured, DAF programs now have far more options available to them in terms of technology partners, services partners,… Read More »In-house and outsourced service options for donor-advised fund programs
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