Elite donor-advised fund strategies with Ren: HNW+ case studies

UBS Virtual Office Visits

Are you interested in examples of using donor-advised funds for multi-sided impact to serve your high-net-worth and ultra-high-net-worth client base? 

We are excited to host UBS advisors for a one-hour virtual meeting in regions across the U.S. See below for the schedule of events and registration links.  

What to expect: 

  • Identify key opportunities: Hear real stories of clients giving strategically and with purpose, plus take home our framework for spotting opportunities across your practice. 
  • Discover the perks of a true partnership: See why Ren is the premier donor-advised fund partner for you, your clients, and the charities they support by offering market-leading flexibility and quality service at fair fees. 
  • Resources at your fingertips: Get started with quick connections to the service and support professionals that matter most to you.
  Each event will be hosted by your regional Ren donor-advised fund expert. While we have made these events available for each region, you may sign up for the event that is most convenient for you, regardless of geography.  New to DAFs? This event assumes familiarity with donor-advised fund design and usage, so we recommend newcomers review foundational resources first. 

DAF E-Book

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UBS advisor portal

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How to make contributions to a DAF

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Frequently asked questions

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Donor-advised funds

One of Ren’s most popular services is the set up and management of donor-advised funds, which allow for the transfer of assets to a public charity for the purpose of charitable giving.

The nation’s fastest-growing giving strategy, donor-advised funds are ideal for charitably minded individuals who face capital gains taxes on appreciated assets or estate taxes and who want to involve family in philanthropy. Donor-advised funds contributions are made to the sponsoring charity who maintains the fund. Donors receive immediate charitable deductions and retain the opportunity to recommend the charities that receive grants.

Ready to start a DAF?

Contact us to begin the charitable conversation today.

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