Charitable giving is an increasingly important part of wealth management, both to allow donors to support causes they believe in and provide them with helpful… Read More »Donor-advised fund tax benefits and deductions for 2023
When financial advisors, CPAs, and attorneys maintain a healthy and communicative relationship, they become a powerhouse team for clients (especially during tax season). So… Read More »Why cross-industry collaboration is essential for financial advisors
Note: This post is a part one of a three-blog series by Gideon Taub, Ren’s Chief Strategy Officer providing his perspectives on the DAF ecosystem,… Read More »A view of the DAF landscape
More than ever, high-net-worth (HNW) individuals want to make philanthropy part of their wealth strategy. So why aren’t advisors talking to them about it? Kevin… Read More »How to stand out to HNW clients through philanthropy
What motivates high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to participate in philanthropy? Nobody likes paying taxes and since charitable deductions are an obvious and straightforward… Read More »Giving motivations of HNW and UHNW may surprise financial institutions
Congress recently passed Secure Act 2.0. The law gives individuals more options for retirement, expands contribution limits, allows more time for retirement plan earnings to… Read More »Q1 2023 Tax Updates
Among all possible charitable vehicles, donor-advised funds (DAFs) continue to increase in popularity. With the current sluggish projections for the immediate future of the economy… Read More »Donor-advised fund rules and contribution limits for 2023
Today we announced that Stellar Technology Solutions is joining forces with Ren, bringing together the most influential group of experts in the philanthropic solutions space… Read More »Better together: Why I’m all-in on combining Stellar and Ren
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
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