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

Schedule your 1:1 office visits

Are you ready to discover why Ren and RCF are the premier choices for donor-advised funds for you and your high-net-worth clients? Schedule your personal 1:1 visit with your regional Strategic Growth Team lead as they visit cities near you. If you can’t make it in person, no problem—book a virtual 1:1 session at your convenience to explore how DAFs can enhance your clients’ giving strategies.

Click here to watch our on-demand video and learn why Ren and RCF are the best partners for UBS DAFs.

 

New to DAFs? This event assumes familiarity with donor-advised fund design and usage, so we recommend newcomers review foundational resources first. 

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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