Case Studies & Success Stories

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See how this advisor used a multi-vehicle strategy to keep assets in-house and gained three new clients.

Client uses DAF to donate percentage of business interest, avoiding capital gains tax

FA recommends clients open DAF using appreciated securities to create family legacy

Clients turn to DAF to send funds to a charity quickly

Client creates DAF with $1.7M book collection to honor husband’s death

Ren By The Numbers

Grants processed instantaniously

Charitable assets supported

Institutions and advisory firms supported

Granted to charities annualy