For Wealth Management Firms
Ren is a one-stop shop for wealth management firms that want to offer charitable giving vehicles and advice.
Your Challenges, Our Solutions
What We Hear
Client Expectations
Clients want giving strategies as robust as their wealth building strategies, but developing an in-house offering isn’t practical.
What You Get
Turnkey Strategic Giving
Leverage sophisticated charitable giving solutions – from cash to complex asset – that meet every client’s needs.
What We Hear
Asset Retention
Assets placed in a competing wealth management firm’s DAF program may put client relationships at risk.
What You Get
Enterprise-grade Technology, Without the Risk
Keep assets in-house and in-focus with a custody and investment neutral platform built on best-in-class technology.
What We Hear
Advisor Experience
Advisors don’t want to modify their strategies or distract their practice for a small portion of client assets.
What You Get
Seamless Portfolio Management
Offer advisors the same investment options they already use – including alts – and lighten their DAF workload with a tech-first giving platform.
Become A Referral Partner
Make Ren DAFs available to your FAs and clients directly through Renaissance Charitable, our non‑profit partner. Your FAs and clients get the same leading technology, services, and experts without any firm‑level investment. Assets remain at your firm until grants are distributed.
What you get: a market-leading DAF offering at zero cost to your firm.
Great for: firms who don’t have a philanthropy team or focus — but don’t want their interested clients to look to competing firms to fill the gap.
Become A Platform Partner
Bring Ren DAFs to your clients by implementing a dedicated instance of our giving platform software for your firm. Take advantage of firm‑level admin permissions for oversight and program‑level reporting, as well as central cashiering for faster grantmaking. Assets remain at your firm until assets are granted to charity.
What you get: direct oversight without sacrificing client optionality.
Great for: firms who have a philanthropy team interested in managing the success of the program, but believe it’s important to offer options to clients.
Become A Branded Partner
Bring Ren DAFs in‑house by keeping your firm’s brand front and center. Ensure your logo shows up in the software interface, on FA and client communications, on grant letters, and more. All the benefits of a Platform Partner, but you get the credit. After initial setup, ongoing maintenance fees are typically offset by account activity within 12 months.
What you get: a zero-effort DAF offering that builds your brand equity.
Great for: firms with a strategic mandate to develop and grow a best‑in‑class, firm‑level philanthropy offering, but without the startup capital, operating budget, or managerial or expert capacity to prioritize a non‑core product internally.
Ren By The Numbers
150+
Organizations active as platform partners or branded partners
50K
Financial advisors using Ren DAFs
~50%
U.S. DAF assets using Ren technology
2K
Firms with FAs already using Ren DAFs
Let’s Start A Conversation
Additional Resources
Learn more about how Ren can scale your firm’s charitable giving.
FAQs
Not Finding What You’re Looking For?
If your firm requires a more tailored solution, get in touch with our Sales team to learn more about customizations available, our bespoke accounting software solutions, and more.
