Charitable Giving Projections for 2024
Making predictions for the year ahead is a dicey undertaking. The economy is unstable, the global stage is frightening, and the only thing certain about… Read More »Charitable Giving Projections for 2024
Making predictions for the year ahead is a dicey undertaking. The economy is unstable, the global stage is frightening, and the only thing certain about… Read More »Charitable Giving Projections for 2024
The process of opening a donor-advised fund (DAF) is so simple, that the hardest step might be choosing the right name that best fits the… Read More »How to name a donor-advised fund — Your complete guide
Despite the upheavals and aftershocks over the last couple of years brought about by a pandemic, inflation, and other world events, the wealth management industry… Read More »2024 top trends in wealth management
A charitable remainder annuity trust (CRAT) is a type of charitable remainder trust that enables a donor to support a charity while receiving a fixed… Read More »What is a charitable remainder annuity trust? Your complete guide
Partner blog: This blog is in partnership with John T. Keith, senior consultant with Johnson Grossnickle and Associates (JGA), which has been providing authentic strategic… Read More »Clearing the confusion: Debunking myths about DAFs
As year-end tax planning commences, donors should be aware of two charitable giving strategies to reduce taxable income: bunching and Qualified Charitable Distributions (QCD). Bunching… Read More »2023 year-end tax planning and charitable contributions
At first glance, your clients probably see charitable giving as a simple exercise: They draw from their wealth to give money to a nonprofit organization… Read More »Simplify year-end giving with a donor-advised fund
When it comes to securing a financial future and supporting meaningful charitable causes, a charitable remainder trust, or CRT, achieves both. This financial tool can… Read More »Understanding charitable remainder trusts (CRTs) — The pros and cons
Join Kevin McGrath, one of Ren’s top experts on donor-advised funds (DAFs), as he presents with Impax Asset Management Group, the experts on sustainable impact… Read More »On-demand webinar: Investing for good
When major disasters happen around the world – think earthquakes in Turkey, wildfires in California, war in Ukraine – a lot of Americans want to… Read More »Donor-advised funds (DAFs) offer fast and efficient disaster response