Resource Center
Insights, stories, and practical guidance from donors, advisors, and charities. Scroll, search, or filter below to find resources relevant to your situation.
The Charitable Remainder Trust (CRT) + Donor-Advised Fund (DAF) Decision Framework
A post-OBBBA decision framework for estate planning specialists. The new 0.5% AGI floor and 35% top-bracket cap changed the math on large charitable gifts — here's how to determine which structure applies.
Top 5 Client Scenarios for a DAF
As a financial advisor, knowing when to introduce a donor-advised fund can elevate your client relationships and enhance their tax strategy. Here are the most common situations when a DAF is the perfect fit.
The Pre-Close Checklist
Five considerations for advisors with business owner clients approaching a liquidity event. Business owner clients have a narrow window for charitable planning before a sale closes — here are the watchpoints to understand before that conversation starts.
Private Wealth Guide
A simple, actionable plan to deepen client loyalty and deliver best-in-class philanthropic solutions.
Concentrated Stock Position Playbook
How to match the right charitable structure to your client's asset type, timing, and goals. If your client holds a concentrated or appreciated position and charitable planning hasn't come up yet, this is the conversation to start.
Tax Advisor’s Guide to DAFs
Tax advisors are often the most trusted source of guidance when it comes to managing a client's financial strategies, and many of your clients are likely interested in a donor-advised fund as a tax-advantaged giving solution.
Your year-end strategy
A year-end cheat sheet for advisors. Spot the opportunity, frame the conversation, and act before December 31.
Six conversations to have before December 31
If you're not proactively discussing giving with clients, someone else likely is.
About Ren
Ren's technology and services power the nation's leading donor-advised fund programs, enabling advisors to offer their clients a world-class giving experience.
2026 DAF Deadlines
The contribution into the DAF, not the grant to a charity, is what counts for 2026 taxes. Here's what needs to happen, and when, to hit your clients' goals this year.
