Events
We’d love to connect with you!
Use this page to see where you can find us in action, from industry conferences to QuickHit webinars that give you the information you need in the time that you have (15 mins).
We’ve indicated where we are hosting, speaking, or sponsoring as well so you can find our booth or attend our sessions. Use the links below to register for these events and book a call with a Ren rep who will be in attendance.
Events We’re Attending
If you’re attending one of the events below, schedule a time to meet with one of our Ren team members. We would love to meet you.
RIA Edge Los Angeles
RIA Edge Los Angeles convenes top RIA executives to explore growth, M&A, technology, and talent strategies. The summit blends expert insights with high-level networking to help firms scale and compete in today’s wealth management landscape.
CGP Conference
The CGP Conference brings together charitable gift planning professionals to share strategies, explore emerging trends, and build lasting connections that advance impactful philanthropy.
NAUMF
The 2025 Annual Meeting gathers colleagues “By the Lake” for fellowship, learning, and meaningful conversations. With a keynote from Rev. Mike Slaughter and a refreshed agenda, the event inspires a shift from scarcity to opportunity in philanthropy.
Hawaii Tax Institute
The 62nd Annual Hawaii Tax Institute is the nation’s premier tax and wealth transfer conference, offering in-person sessions in Waikiki and virtual access. With 100+ expert speakers, CE opportunities, and global alliance tracks, it’s essential for advisors and planners.
Florida RIA Summit
The Florida RIA Summit will bring together 75+ independent RIAs with $100M+ AUM for expert panels, presentations, and more than four hours of networking. Key discussion themes include market trends, alternatives, practice management, women in wealth, and M&A.
Upcoming Webinars
Engage live with experts and peers to gain strategies you can apply with clients today—plus insights from thought leaders shaping tomorrow.
11/18/2025
DAFs, Deadlines, and Deductions: How Advisors Can Maximize Year-End Opportunities
The final months of the year are packed with opportunity and urgency. As clients review their tax positions and charitable goals, advisors have a powerful window to spark strategic giving conversations that make a difference right now and, in the years ahead.
On-Demand Webinars
Catch up on practical tools and big ideas that help you serve clients and stay ahead of trends.
3 year-end conversations every advisor should have now
Year-end giving season is here, and the clock is ticking. Join Carla Comstock for a fast, practical session on the three client conversations to spark action before year-end deadlines hit.
Watch now
Using DAFs to manage concentrated positions
Have a client with too much in one stock? In just 15 minutes, you’ll learn how to turn that concentrated position into a smarter, tax-savvy year-end move using a donor-advised fund (DAF). No selling required, just an in-kind donation before December 31.
Watch now
OBBBA strategies to act on now for your clients
The One Big Beautiful Bill Act (OBBBA) gives your HNW clients a rare window to act—higher gifting limits, a 2025 sweet spot for deductions, and a looming 2026 charitable “floor” make now the moment to plan.
Watch now
Philanthropic QuickHit: Using a DAF and CRT to reduce taxes and create an income stream
Pair a charitable remainder trust with a donor-advised fund, and you’ve got a strategy that reduces taxes, keeps your client’s income flowing, and turns a liquidity event into long-term impact. In just 15 minutes, we’ll break down how this combo works, when to use it, how to structure it, and what kind of client it’s perfect for. Whether your client is about to sell a business or offload a chunk of stock, this is how you help them win on both the financial and philanthropic fronts.
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How to advise charitable giving when markets are in flux
Volatile markets are your moment to lead. In this 15-minute QuickHit, Cole Davidson and Kaycee Butler break down how DAFs can help you deliver clarity, continuity, and confidence when clients need it most.
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Business exits: Guiding owners through smart exits
You don’t need to know everything about gifting business shares to a DAF. You just need to know when to ask the right question and who to call when it gets complex.
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Business exits: How DAFs helps clients save big
Your client is about to sell their business and capital gains are circling. But here’s the play: If they gift shares to a donor-advised fund before the deal closes, they can avoid capital gains tax on those shares and make a major charitable impact.
Watch now
Business exits: Deepen client relationships
When your client is preparing to sell their business, it’s not just about the numbers. It’s personal. It’s emotional. Most advisors miss the chance to go deeper because they don’t ask the legacy question. But you can. And when you do, you’re not just a financial expert, you’re a long-term partner.
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Recoverable grants with Ren and CapShift
In this 15-minute Philanthropy QuickHit, explore how recoverable grants and impact investing through donor-advised funds (DAFs) are reshaping the future of philanthropy, with CapShift joining us as a key partner to share their expertise.
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The power of business shares in DAFs
Join us for a 15-minute, power-packed Philanthropy QuickHit with Kim Ledger, Ren’s VP of Complex Assets, as she breaks down how business-owner clients can use DAFs to reduce taxes, preserve wealth, and build a lasting legacy. This is the strategy that sets you apart—don’t miss it!
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Tax-smart giving strategies with a donor-advised fund
Join us for a 15-minute, power-packed session where our charitable strategists will break down the tax-smart giving strategies that can give your clients more tax-relief and more philanthropic reach. It’s all about making their giving count.
Watch nowEvents Gallery
A collection of our favorite moments from Ren’s annual DAF Giving Summit.
