Ren | Blog

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

As we head into 2025, it’s critical to stay ahead of the market shifts that will impact how financial advisors serve their clients. One of… Read More »Understanding the Mag 7: What financial advisors need to know for 2025

When it comes to maximizing charitable contributions for your clients, there’s one number that can be a real game changer: adjusted gross income (AGI). I… Read More »AGI, meet generosity: The unexpected combo your clients will love

As we look to the future of philanthropy in 2025, the landscape is evolving in exciting and meaningful ways. With innovative funding methods, shifting generational… Read More »What’s next in philanthropy? Four trends you can’t afford to ignore in 2025

Don’t miss this quick overview of what to expect in 2025, as forecasted by Ren’s in-house tax expert, Joseph Gianforte: Key tax changes:

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

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