If you’re here reading this blog post, you likely saw the press release announcing that Ren is joining forces with Stellar and are looking for… Read More »Why Ren and Stellar are combining!
Ren strengthens its market-leading position with the combined organization bringing more than 55 years of philanthropic expertise to the charitable sector INDIANAPOLIS – January 20,… Read More »Ren bolsters philanthropic tech and services offerings with acquisition of Stellar Technology Solutions
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
Despite the upheavals and aftershocks brought about by the COVID pandemic, the wealth management industry in the U.S. has enjoyed a period of growth and… Read More »Wealth management trends: Top 10 industry trends for 2023
Savvy advisors know that smart and strategic wealth management is a long game, and to provide truly holistic wealth management, advisors need to have a… Read More »Donor-advised funds: The key to helping clients reach long-term goals
As all financial advisors know, every client possesses unique attributes, needs, and goals which collectively make up their personal and economic profiles. Along with those… Read More »How to know when donor-advised funds are best for clients
Watch our donor-advised fund expert, Kyle Christopherson, to learn more about why charitable giving through a DAF can offer desired security both now and in… Read More »Webinar: Opening a DAF in a Volatile Market
The holidays are here, and as families come together to celebrate, this is the perfect time for advisors to encourage their clients to use charitable… Read More »A Legacy of Giving: How Charitable Giving Brings Families Together
As 2022 draws to a close, the biggest story for taxpayers is the continued delays and paper backlogs at the Internal Revenue Service. The IRS reduced… Read More »Q4 2022 Tax Updates
In 2021, an estimated “… 49% of Gen Zers donated to a cause or person they discovered on social media [and] 43% contributed to a… Read More »Philanthropy for all: How Flex Giving accounts increase opportunities to give
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