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.
Future Proof Festival
Future Proof Festival 2025 brings together RIAs and wealth management leaders for 100+ sessions, live music, and unique networking. With themed tracks, Breakthru Talks, and expert panels, it’s an energetic space to explore the future of wealth, fintech, and investing.
FAOG
The FAOG Conference unites finance, administration, and operations professionals from community foundations nationwide. Through education, peer support, and networking, attendees gain resources and connections to strengthen their organizations and advance the mission of community philanthropy.
RIA Alternatives South Summit
RIA Alternatives South Summit unites top RIAs from across the Southeast for two days of connection and insight. From a golf outing to panels and networking, advisors dive into alternatives, diversification, and practice growth in a dynamic, peer-driven setting.
DAF Giving Summit
DAF Giving Summit brings together innovators across philanthropy, wealth, and nonprofits for three days in Washington, D.C. Expect big ideas, candid conversations, and connections that fuel collaboration—and uncover fresh strategies to unlock generosity and accelerate impact.
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.
On-Demand Webinars
Catch up on practical tools and big ideas that help you serve clients and stay ahead of trends.
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.
Learn moreHow to advise charitable giving when markets are in flux
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Learn moreBusiness 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.
Learn moreBusiness 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.
Learn moreBusiness 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.
Learn moreRecoverable 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.
HomepageThe 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!
HomepageTax-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.
HomepageEvents Gallery
A collection of our favorite moments from Ren’s annual DAF Giving Summit.
