# REN

> Philanthropic Solutions and Charitable Giving Experts

---


## Giving Vehicles

- [Charitable Lead Trusts](https://www.reninc.com/giving-vehicles/charitable-lead-trust/)
- [Pooled Income Fund](https://www.reninc.com/giving-vehicles/pooled-income-fund/)
- [Private Foundation](https://www.reninc.com/giving-vehicles/private-foundation/)
- [Charitable Gift Annuity](https://www.reninc.com/giving-vehicles/charitable-gift-annuity/)
- [Charitable Remainder Trust](https://www.reninc.com/giving-vehicles/charitable-remainder-trust/)
- [Donor-Advised Fund](https://www.reninc.com/giving-vehicles/donor-advised-fund/)

---


## DAF Results

- [Ren Direct UBS](https://www.reninc.com/results/ren-direct-ubs/)
- [Ren Direct AMPF](https://www.reninc.com/results/ren-direct-ampf/)
- [Ren Direct NWM](https://www.reninc.com/results/ren-direct-nwm/)
- [Ren Direct RBC](https://www.reninc.com/results/ren-direct-rbc/)
- [DAF Ren's Expert Team](https://www.reninc.com/results/daf-rens-expert-team/)
- [Other/Not sure Ren's Expert team](https://www.reninc.com/results/other-not-sure-rens-expert-team/)
- [REN Direct Any domain](https://www.reninc.com/results/ren-direct-any-domain/)
- [Ren](https://www.reninc.com/results/__trashed/)
- [Ren Direct LPL](https://www.reninc.com/results/ren-direct/)

---


## Pages

- [Why UBS Advisors Choose Renaissance Charitable](https://www.reninc.com/why-ubs-advisors-choose-rcf/)
- [Giving Season 2025 Commonly Asked Questions](https://www.reninc.com/giving-season-2025-commonly-asked-questions/)
- [Family Offices](https://www.reninc.com/family-offices/)
- [Your path to a DAF](https://www.reninc.com/your-path-to-a-daf/)
- [Giving Season](https://www.reninc.com/giving-season/)
- [Request a Speaker](https://www.reninc.com/request-a-speaker/)
- [Opening a firm-agnostic Ren DAF via Renaissance Charitable](https://www.reninc.com/rcf-daf-steps/)
- [LPL RCF DAF Setup Steps](https://www.reninc.com/lpldaf/)
- [Opening a firm-agnostic Ren DAF via Renaissance Charitable](https://www.reninc.com/rcfdafsteps/)
- [AMPF Donor Advised Fund Setup Steps](https://www.reninc.com/setup-ampf-daf-steps/)
- [Modern Payments Purpose](https://www.reninc.com/payments/)
- [Find your DAF](https://www.reninc.com/find-your-daf/)
- [The RCF Giving Fund](https://www.reninc.com/rcf-giving-fund/)
- [Calculate Your DAF Savings](https://www.reninc.com/calculate-daf-savings/)
- [Ren Expert Team](https://www.reninc.com/team/)
- [About Ren](https://www.reninc.com/about-ren/)
- [UBS FAQs](https://www.reninc.com/ubs-faq/)
- [Thank You - Newsletter](https://www.reninc.com/thank-you-newsletter/)
- [Thank you page - Contact Us](https://www.reninc.com/thank-you-contact-us/)
- [Events contact](https://www.reninc.com/events-contact/)
- [Events Index](https://www.reninc.com/events/)
- [DAF Pershing Accounts](https://www.reninc.com/daf-pershing-accounts/)
- [UBS DAF Steps](https://www.reninc.com/ubs-daf-steps/)
- [Careers](https://www.reninc.com/careers/)
- [Setup NWM DAF Steps](https://www.reninc.com/setup-nwm-daf-steps/)
- [Faith-Based and Community Foundations](https://www.reninc.com/faith-based-community-foundations/)
- [FAQs](https://www.reninc.com/faqs/)
- [Master Service Agreements](https://www.reninc.com/master-service-agreements/)
- [Resource Center](https://www.reninc.com/resources-advisors-donors/)
- [Blog index](https://www.reninc.com/blog/)
- [Case Studies & Success Stories](https://www.reninc.com/case-studies/)
- [Giving Services](https://www.reninc.com/giving-services/)
- [Sustainability Statement](https://www.reninc.com/sustainability-statement/)
- [Contact](https://www.reninc.com/contact/)
- [Privacy Policy](https://www.reninc.com/privacy-policy/)
- [Operating Charities](https://www.reninc.com/operating-charities/)
- [For Wealth Management Firms](https://www.reninc.com/wealth-management-firms/)
- [For Financial Advisors](https://www.reninc.com/financial-advisors/)
- [For Donors](https://www.reninc.com/donors/)
- [Giving Platform](https://www.reninc.com/giving-platform/)
- [Ren Direct](https://www.reninc.com/ren-direct/)
- [Terms of Service](https://www.reninc.com/terms-of-service/)
- [All Giving Vehicles](https://www.reninc.com/all-vehicles/)
- [Charitable Trusts](https://www.reninc.com/charitable-trusts/)
- [Homepage](https://www.reninc.com/)

---


## Leadership

- [Sam Peterson](https://www.reninc.com/leadership/sam-peterson/)
- [John Castles](https://www.reninc.com/leadership/john-castles/)
- [Brian Thomson](https://www.reninc.com/leadership/brian-thomson/)
- [Kari Hernandez](https://www.reninc.com/leadership/kari-hernandez/)
- [Joe Fisher](https://www.reninc.com/leadership/person-name-1/)
- [Gideon Taub](https://www.reninc.com/leadership/person-name-2/)
- [Michael Fiore](https://www.reninc.com/leadership/person-name-3/)
- [Tony Batuello](https://www.reninc.com/leadership/person-name-4/)

---


## Testimonials

- [Testimonial Test 1](https://www.reninc.com/testimonial/testimonial-test-1/)
- [Testimonial Test 2](https://www.reninc.com/testimonial/testimonial-test-2/)
- [Testimonial Test 3](https://www.reninc.com/testimonial/testimonial-test-3/)
- [Testimonial Test 4](https://www.reninc.com/testimonial/testimonial-test-4/)
- [Testimonial Test 5](https://www.reninc.com/testimonial/testimonial-test-5/)

---


## Team

- [Carly Evans](https://www.reninc.com/team/carly-evans/)
- [Cole Davidson](https://www.reninc.com/team/cole-davidson/)
- [Jasmin Cimmarrusti](https://www.reninc.com/team/jasmin-cimmarrusti/)
- [Jordan Richardson](https://www.reninc.com/team/jordan-richardson/)
- [Kaycee Butler](https://www.reninc.com/team/kaycee-butler/)
- [Tim Sylvester](https://www.reninc.com/team/tim-sylvester/)
- [Craig Buchanan](https://www.reninc.com/team/craig-buchanan/)
- [Carla Comstock](https://www.reninc.com/team/carla-comstock/)

---


## Blogs

- [How Donating Non-Cash Assets Actually Works](https://www.reninc.com/blog/how-donating-non-cash-assets-actually-works/)
- [Why Advisors Wait Too Long to Bring Up Philanthropy (and How to Avoid It)](https://www.reninc.com/blog/why-advisors-wait-too-long-to-bring-up-philanthropy/)
- [What to Say When a Client Mentions Taxes but Not Giving](https://www.reninc.com/blog/what-to-say-when-client-mentions-taxes-but-not-giving/)
- [Charitable Giving After OBBBA: What Advisors Need to Know and How to Explain It](https://www.reninc.com/blog/charitable-giving-after-obbba/)
- [The Hardest Part of Charitable Planning Is Knowing How to Start the Conversation](https://www.reninc.com/blog/the-hardest-part-of-charitable-planning-is-knowing-how-to-start-the-conversation/)
- [Year-End Giving: What Advisors Need to Know Before December 31 ](https://www.reninc.com/blog/year-end-giving-what-advisors-need-to-know-before-december-31/)
- [The Conversation That Turns Clients into Multi-Generational Relationships](https://www.reninc.com/blog/the-conversation-that-turns-clients-into-multi-generational-relationships/)
- [Your Pre-Thanksgiving Playbook for a Smooth Year-End](https://www.reninc.com/blog/your-pre-thanksgiving-playbook-for-a-smooth-year-end/)
- [Invest Crypto in a Donor-Advised Fund](https://www.reninc.com/blog/invest-crypto-in-a-donor-advised-fund/)
- [6 Year-End Client Scenarios Where a Donor-Advised Fund Makes Sense ](https://www.reninc.com/blog/6-year-end-client-scenarios-where-a-donor-advised-fund-makes-sense/)
- [Year-end toolkit: Help clients donate stock, reduce taxes, and give smarter](https://www.reninc.com/blog/year-end-toolkit-2025/)
- [2025 tax law changes (OBBBA): Full analysis for tax and estate planning](https://www.reninc.com/blog/2025-tax-law-changes-obbba-full-analysis-for-tax-and-estate-planning/)
- [Private Wealth Guide](https://www.reninc.com/blog/ria-philanthropy-playbook/)
- [What the One Big Beautiful Bill Act means for your clients](https://www.reninc.com/blog/what-the-new-tax-law-means-for-you-and-your-clients/)
- [You don’t have to be the expert, just the one who sees the opportunity](https://www.reninc.com/blog/you-dont-have-to-be-the-expert-just-the-one-who-sees-the-opportunity/)
- [Want to save your client millions in taxes? Start here. ](https://www.reninc.com/blog/want-to-save-your-client-millions-in-taxes-start-here/)
- [More than numbers: How philanthropy builds deeper client relationships during business exits](https://www.reninc.com/blog/more-than-numbers-how-philanthropy-builds-deeper-client-relationships-during-business-exits/)
- [Using donor-advised funds in volatile markets: A strategic guide for financial advisors](https://www.reninc.com/blog/using-donor-advised-funds-in-volatile-markets-a-strategic-guide-for-financial-advisors/)
- [How an IRA funded a legacy through a donor-advised fund](https://www.reninc.com/blog/how-an-ira-funded-a-legacy-through-a-donor-advised-fund/)
- [Pages of generosity: Wilson’s literary legacy](https://www.reninc.com/blog/pages-of-generosity-wilsons-literary-legacy/)
- [Ukraine’s jewel: A story of impact](https://www.reninc.com/blog/ukraines-jewel-a-story-of-impact/)
- [The smartest move your business-owner client might never think of ](https://www.reninc.com/blog/the-smartest-move-your-business-owner-client-might-never-think-of/)
- [How to turn your clients' collections into philanthropic legacies](https://www.reninc.com/blog/how-to-turn-your-clients-collections-into-philanthropic-legacies/)
- [DOGE developments: A window of opportunity for financial advisors](https://www.reninc.com/blog/doge-developments-a-window-of-opportunity-for-financial-advisors/)
- [Help clients give smarter: The power of recoverable grants](https://www.reninc.com/blog/help-clients-give-smarter-the-power-of-recoverable-grants/)
- [Understanding the Mag 7: What financial advisors need to know for 2025](https://www.reninc.com/blog/understanding-the-mag-7-what-financial-advisors-need-to-know-for-2025/)
- [AGI, meet generosity: The unexpected combo your clients will love](https://www.reninc.com/blog/agi-meet-generosity-the-unexpected-combo-your-clients-will-love/)
- [What’s next in philanthropy? Four trends you can't afford to ignore in 2025](https://www.reninc.com/blog/whats-next-in-philanthropy-four-trends-you-cant-afford-to-ignore-in-2025/)
- [2025 tax and economic outlook](https://www.reninc.com/blog/2025-tax-and-economic-outlook/)
- [Donor-advised funds (DAFs): Financial advisors’ competitive edge](https://www.reninc.com/blog/donor-advised-funds-dafs-financial-advisors-competitive-edge/)
- [Quick year-end giving checklist: Advisor resource](https://www.reninc.com/blog/quick-year-end-giving-checklist-advisor-resource/)
- [5 client scenarios when a donor-advised fund (DAF) makes sense ](https://www.reninc.com/blog/5-client-scenarios-when-a-donor-advised-fund-daf-makes-sense/)
- [Election 2024: Essential tax strategies advisors are using now](https://www.reninc.com/blog/election-2024-essential-tax-strategies-advisors-are-using-now/)
- [DAFs: A smart giving solution for 2024 tax benefits](https://www.reninc.com/blog/year-end-daf-benefits/)
- [Generational giving: The DAF that changed a family's future](https://www.reninc.com/blog/using-a-daf-to-create-a-legacy-through-collaboration/)
- [Using a DAF for climate support: Turning concerns into action](https://www.reninc.com/blog/using-a-daf-for-climate-support-turning-concerns-into-action/)
- [Using a DAF to donate business interest anonymously](https://www.reninc.com/blog/using-a-daf-to-donate-business-interest-anonymously/)
- [The true costs of rushed giving and how to minimize them](https://www.reninc.com/blog/avoid-the-year-end-giving-rush/)
- [DAF vs private foundation: DAF quickly provides relief funds during crisis](https://www.reninc.com/blog/daf-vs-private-foundation-daf-quickly-provides-relief-funds-during-crisis/)
- [Private foundation to DAF: How a widow decreased administrative burden and increased giving](https://www.reninc.com/blog/private-foundation-to-daf-roosevelts-donor-story/)
- [Strategic giving with donor-advised funds: Preparing for the end of the TCJA](https://www.reninc.com/blog/strategic-giving-with-donor-advised-funds-preparing-for-the-end-of-the-tcja/)
- [DAFs in business exit strategies: Tax efficiency and impact](https://www.reninc.com/blog/dafs-in-business-exit-strategies-tax-efficiency-and-impact/)
- [Four reasons DAFs need to be on every advisor’s mid-year agenda](https://www.reninc.com/blog/four-reasons-dafs-need-to-be-on-every-advisors-mid-year-agenda/)
- [The state of charitable giving in the U.S.](https://www.reninc.com/blog/charitable-giving-statistics/)
- [Estate planning and DAFs: Creating assurances for the future](https://www.reninc.com/blog/estate-planning-and-dafs-creating-assurances-for-the-future/)
- [How to donate IRA and other retirement assets to charity](https://www.reninc.com/blog/how-to-donate-ira-to-charity/)
- [2025 tax season – Reminders, advice, and planning considerations](https://www.reninc.com/blog/annual-tax-season-reminders-advice-and-planning-considerations/)
- [Navigating the tax landscape and charitable strategies](https://www.reninc.com/blog/navigating-the-tax-landscape-and-charitable-strategies/)
- [Insights from donors and their advisors: Navigating philanthropy, financial advice, and regulatory changes](https://www.reninc.com/blog/insights-from-donors-and-their-advisors/)
- [Philanthropic Insights video podcast series](https://www.reninc.com/blog/philanthropic-insights-podcast/)
- [Bunch charitable giving to maximize tax deductions](https://www.reninc.com/blog/bunch-your-charitable-giving-to-maximize-tax-deductions/)
- [The art of using donor-advised funds for complex assets](https://www.reninc.com/blog/now-is-a-great-time-to-donate-specialty-assets/)
- [Complex assets: Impactful giving beyond cash](https://www.reninc.com/blog/donating-complex-assets/)
- [How to choose: Donor-advised funds vs. private foundation](https://www.reninc.com/blog/how-to-choose-donor-advised-funds-vs-private-foundation/)
- [How to create a family giving plan](https://www.reninc.com/blog/how-to-create-a-family-giving-plan/)
- [Charitable Giving Projections for 2024](https://www.reninc.com/blog/charitable-giving-projections-for-2024/)
- [How to name a donor-advised fund — Your complete guide](https://www.reninc.com/blog/how-to-name-your-donor-advised-fund/)
- [2024 top trends in wealth management](https://www.reninc.com/blog/wealth-management-trends/)
- [What is a charitable remainder annuity trust? Your complete guide](https://www.reninc.com/blog/what-is-a-charitable-remainder-annuity-trust/)
- [2023 year-end tax planning and charitable contributions](https://www.reninc.com/blog/year-end-tax-planning-and-charitable-contributions/)
- [Clearing the confusion: Debunking myths about DAFs](https://www.reninc.com/blog/clearing-the-confusion-debunking-myths-about-dafs/)
- [Simplify year-end giving with a donor-advised fund](https://www.reninc.com/blog/simplify-year-end-giving-with-a-donor-advised-fund/)
- [Understanding charitable remainder trusts (CRTs) — The pros and cons](https://www.reninc.com/blog/charitable-remainder-trusts-pros-and-cons/)
- [On-demand webinar: Investing for good](https://www.reninc.com/blog/upcoming-webinar-investing-for-good/)
- [Donor-advised funds (DAFs) offer fast and efficient disaster response](https://www.reninc.com/blog/ready-for-action-dafs-offer-fast-and-efficient-disaster-response/)
- [Charitable giving in the era of high interest rates](https://www.reninc.com/blog/charitable-giving-in-the-era-of-high-interest-rates/)
- [On-demand webinar: Maximize year-end giving](https://www.reninc.com/blog/upcoming-webinar-maximize-year-end-giving/)
- [What is a private family foundation? Your complete guide](https://www.reninc.com/blog/what-is-a-private-foundation/)
- [Trends likely to shape your clients’ end-of-year](https://www.reninc.com/blog/trends-likely-to-shape-your-clients-end-of-year/)
- [No more spreadsheets: Sub-accounting for endowment, foundation, and DAF clients](https://www.reninc.com/blog/no-more-spreadsheets/)
- [The advisor's year-end checklist for strategic charitable giving](https://www.reninc.com/blog/a-checklist-for-beating-the-year-end-rush/)
- [A nonprofit’s guide to endowment accounting](https://www.reninc.com/blog/a-nonprofits-guide-to-endowment-accounting/)
- [Q3 2023 Tax Updates: The future of the Internal Revenue Service](https://www.reninc.com/blog/q3-2023-tax-updates-the-future-of-the-internal-revenue-service/)
- [Investing for good: The power of DAFs and sustainable investing](https://www.reninc.com/blog/investing-for-good-the-power-of-dafs-and-sustainable-investing/)
- [Funding a DAF or CRT through an estate](https://www.reninc.com/blog/funding-a-daf-or-crt-through-an-estate/)
- [Fueling the giving revolution: Celebrating our partners in scaling philanthropy](https://www.reninc.com/blog/fueling-the-giving-revolution-celebrating-our-partners-in-scaling-philanthropy/)
- [Ren receives strategic growth investment from Bain Capital and Valeas Capital Partners](https://www.reninc.com/blog/ren-receives-strategic-growth-investment-from-bain-capital-and-valeas-capital-partners/)
- [What is a community foundation? Your complete guide](https://www.reninc.com/blog/what-is-a-community-foundation/)
- [The DAF dilemma: Don't let your clients skip dessert](https://www.reninc.com/blog/the-daf-dilemma-dont-let-your-clients-skip-dessert/)
- [Webinar: Charitable planning options for retirement assets](https://www.reninc.com/blog/webinar-charitable-planning-options-for-retirement-assets/)
- [Inflation’s impact on giving, and how to insulate your clients](https://www.reninc.com/blog/inflations-impact-on-giving-and-how-to-insulate-your-clients/)
- [Engage Next Gen donors through strategic giving](https://www.reninc.com/blog/engage-next-gen-donors-through-strategic-giving/)
- [Understanding generational giving trends](https://www.reninc.com/blog/understanding-generational-giving-trends/)
- [Oh, the Dreams You'll Fund!](https://www.reninc.com/blog/oh-the-dreams-youll-fund/)
- [A deeper dive into DAF services options and trends](https://www.reninc.com/blog/a-deeper-dive-into-daf-services-options-and-trends/)
- [Maximizing giving: Transforming non-cash assets into impact](https://www.reninc.com/blog/maximizing-giving-transforming-non-cash-assets-into-impact/)
- [Web Seminar: How to know when a white-label DAF is right for your organization](https://www.reninc.com/blog/web-seminar-how-to-know-when-white-label-daf-is-right/)
- [Your complete guide to DAFs - Donor-advised funds](https://www.reninc.com/blog/what-is-a-daf/)
- [Ren recognized as a 2023 Indy Star Top Workplace](https://www.reninc.com/blog/ren-recognized-as-a-2023-indy-star-top-workplace/)
- [How to engage HNW+ clients with donor-advised funds: A financial advisor’s guide](https://www.reninc.com/blog/how-to-retain-hnw-clients-with-donor-advised-funds-a-financial-advisors-guide/)
- [Advisor Resource: How to talk to clients about charitable giving](https://www.reninc.com/blog/advisor-resource-how-to-talk-to-clients-about-charitable-giving/)
- [The Advantages of Using Holistic Wealth Management to Help Clients Succeed](https://www.reninc.com/blog/the-advantages-of-using-holistic-wealth-management-to-help-clients-succeed/)
- [In-House and Outsourced Service Options for Donor-Advised Fund Programs](https://www.reninc.com/blog/in-house-and-outsourced-service-options-for-donor-advised-fund-programs/)
- [The Power of Planning: Five Tax-Smart Giving Tips Using Donor-Advised Funds](https://www.reninc.com/blog/the-power-of-planning/)
- [Simplifying charitable giving: The benefits of a white-label donor-advised fund](https://www.reninc.com/blog/white-label-donor-advised-fund-faqs/)
- [Donor-advised fund tax benefits and deductions for 2024](https://www.reninc.com/blog/donor-advised-fund-tax-benefits-and-deductions/)
- [Why cross-industry collaboration is essential for financial advisors](https://www.reninc.com/blog/why-cross-industry-collaboration-is-essential-for-financial-advisors/)
- [A view of the DAF landscape](https://www.reninc.com/blog/a-view-of-the-daf-landscape/)
- [How to stand out to HNW clients through philanthropy](https://www.reninc.com/blog/how-to-stand-out-to-hnw-clients-through-philanthropy/)
- [Giving motivations of HNW and UHNW may surprise financial institutions](https://www.reninc.com/blog/giving-motivations-of-hnw-and-uhnw-may-surprise-financial-institutions/)
- [Q1 2023 Tax Updates](https://www.reninc.com/blog/q1-2023-tax-updates/)

---


## Resources

- [Confidently Initiating Charitable Conversations](https://www.reninc.com/resources/confidently-initiating-charitable-conversations/)
- [DAF Deadlines and Timing at a Glance](https://www.reninc.com/resources/daf-deadlines-and-timing-at-a-glance/)
- [Advisor's Guide to Donor-Advised Funds](https://www.reninc.com/resources/advisors-guide-to-donor-advised-funds/)
- [How to sign up for ACH](https://www.reninc.com/resources/how-to-sign-up-for-ach/)
- [Flexibility of DAFs](https://www.reninc.com/resources/flexibility-of-dafs/)
- [DAF in a Box](https://www.reninc.com/resources/daf-in-a-box/)
- [DAF vs Private Foundation Ep. 4](https://www.reninc.com/resources/daf-vs-private-foundation-ep-4/)
- [DAF vs Private Foundation Ep. 3](https://www.reninc.com/resources/daf-vs-private-foundation-ep-3/)
- [DAF vs Private Foundation Ep. 2](https://www.reninc.com/resources/daf-vs-private-foundation-ep-2/)
- [Tax Advisor's Year-End Reminders](https://www.reninc.com/resources/tax-advisors-year-end-reminders/)
- [Your Strategy Ren's Platform](https://www.reninc.com/resources/your-strategy-rens-platform/)
- [Pooled Income Fund Guide](https://www.reninc.com/resources/pooled-income-fund-guide/)
- [DAF vs Private Foundation Ep. 1](https://www.reninc.com/resources/daf-vs-private-foundation/)
- [Tax Advisor's Guide to DAFs](https://www.reninc.com/resources/tax-advisors-guide-to-dafs/)
- [OBBBA: Philanthropy and Estate Planning](https://www.reninc.com/resources/obbba-philanthropy-and-estate-planning/)
- [3 year-end conversations every advisor should have now](https://www.reninc.com/resources/3-year-end-conversations-every-advisor-should-have-now-2/)
- [OBBBA strategies to act on now for your clients](https://www.reninc.com/resources/obbba-strategies-to-act-on-now-for-your-clients/)
- [How to advise charitable giving when markets are in flux](https://www.reninc.com/resources/how-to-advise-charitable-giving-when-markets-are-in-flux/)
- [3 year-end conversations every advisor should have now](https://www.reninc.com/resources/3-year-end-conversations-every-advisor-should-have-now/)
- [Tax-smart giving strategies with a donor-advised fund](https://www.reninc.com/resources/tax-smart-giving-strategies-with-a-donor-advised-fund/)
- [The power of business shares in DAFs](https://www.reninc.com/resources/the-power-of-business-shares-in-dafs/)
- [Recoverable grants with Ren and CapShift](https://www.reninc.com/resources/recoverable-grants-with-ren-and-capshift/)
- [Business exits: Deepen client relationships](https://www.reninc.com/resources/business-exits-deepen-client-relationships/)
- [Business exits: How DAFs helps clients save big](https://www.reninc.com/resources/business-exits-how-dafs-helps-clients-save-big/)
- [Business exits: Guiding owners through smart exits](https://www.reninc.com/resources/business-exits-guiding-owners-through-smart-exits/)
- [QuickHit: Using a DAF and CRT to reduce taxes and create an income stream](https://www.reninc.com/resources/quickhit-using-a-daf-and-crt-to-reduce-taxes-and-create-an-income-stream/)
- [Private Wealth Guide](https://www.reninc.com/resources/private-wealth-guide/)
- [Ren, the Advisor's DAF program](https://www.reninc.com/resources/ren-the-advisors-daf-program/)
- [Is a Donor-Advised Fund Right For You](https://www.reninc.com/resources/is-a-donor-advised-fund-right-for-you-2/)
- [About Ren, Our Mission is Empowering Yours](https://www.reninc.com/resources/about-ren-our-mission-is-empowering-yours/)
- [Your Donor-Advised Fund Roadmap for Giving Season](https://www.reninc.com/resources/your-donor-advised-fund-roadmap-for-giving-season/)
- [Beyond Cash: Unlocking the Full Potential of Donor-Advised Funds](https://www.reninc.com/resources/beyond-cash-unlocking-the-full-potential-of-donor-advised-funds/)
- [Using a DAF to donate business interest anonymously](https://www.reninc.com/resources/using-a-daf-to-donate-business-interest-anonymously/)
- [Generational giving: The DAF that changed a family’s future](https://www.reninc.com/resources/generational-giving-the-daf-that-changed-a-familys-future/)
- [Liquidity matters: key insights for handling alts in a DAF](https://www.reninc.com/resources/liquidity-matters-key-insights-for-handling-alts-in-a-daf/)
- [Why Choose Ren](https://www.reninc.com/resources/why-choose-ren/)
- [Donor-advised fund](https://www.reninc.com/resources/donor-advised-fund/)
- [Tax benefits (and risks) of using alts in a DAF](https://www.reninc.com/resources/tax-benefits-and-risks-of-using-alts-in-a-daf/)
- [Why alts belong in a DAF](https://www.reninc.com/resources/why-alts-belong-in-a-daf/)
- [DAF Provides Relief Funds During Crisis](https://www.reninc.com/resources/daf-provides-relief-funds-during-crisis/)
- [12 Questions to Ask Before Setting Up a Donor-Advised Fund](https://www.reninc.com/resources/12-questions-to-ask-before-setting-up-a-donor-advised-fund/)
- [DAFs improve financial advisor offerings](https://www.reninc.com/resources/dafs-improve-financial-advisor-offerings/)
- [DAFs Soaring Growth](https://www.reninc.com/resources/dafs-soaring-growth/)
- [Unlocking tax benefits: 5 DAF scenarios](https://www.reninc.com/resources/unlocking-tax-benefits-5-daf-scenarios/)
- [DAF essentials: what DAFs can and can't do](https://www.reninc.com/resources/daf-essentials-what-dafs-can-and-cant-do/)
- [Comparing DAF Programs](https://www.reninc.com/resources/comparing-daf-programs/)
- [DAF and Private Foundations](https://www.reninc.com/resources/daf-and-private-foundations/)
- [Turn business exits into deeper relationships](https://www.reninc.com/resources/turn-business-exits-into-deeper-relationships/)
- [Using DAFs to lower taxes on business exits](https://www.reninc.com/resources/using-dafs-to-lower-taxes-on-business-exits/)
- [Key steps for gifting business shares](https://www.reninc.com/resources/key-steps-for-gifting-business-shares/)
- [Giving strategies using alts in a DAF](https://www.reninc.com/resources/giving-strategies-using-alts-in-a-daf/)
- [Thinking beyond cash: complex assets](https://www.reninc.com/resources/thinking-beyond-cash-complex-assets/)
- [Best practices for DAF programs](https://www.reninc.com/resources/best-practices-for-daf-programs/)
- [Complex assets: a detailed guide for contributions](https://www.reninc.com/resources/for-program-staff-how-to-make-contributions-to-a-donor-advised-fund/)
- [Donor-advised funds](https://www.reninc.com/resources/donor-advised-funds/)
- [For financial advisors: how to make contributions to a DAF](https://www.reninc.com/resources/for-financial-advisors-how-to-make-contributions-to-a-daf/)
- [The complete guide to donor-advised funds](https://www.reninc.com/resources/the-complete-guide-to-donor-advised-funds/)
- [How DAFs complement other charitable giving vehicles](https://www.reninc.com/resources/how-dafs-complement-other-charitable-giving-vehicles/)
- [Managed services overview](https://www.reninc.com/resources/managed-services-overview/)
- [Partnering for prosperity: Wespath bolsters client missions with Ren](https://www.reninc.com/resources/partnering-for-prosperity-wespath-bolsters-client-missions-with-ren/)
- [UMFWV partners with Ren to tackle disconnected software systems](https://www.reninc.com/resources/umfwv-partners-with-ren-to-tackle-disconnected-software-systems/)
- [Turning concerns into impact: The climate-conscious donor’s journey](https://www.reninc.com/resources/turning-concerns-into-impact-the-climate-conscious-donors-journey/)
- [Pages of generosity: Wilson’s literary legacy](https://www.reninc.com/resources/pages-of-generosity-wilsons-literary-legacy/)
- [Mastering complex giving: A financial advisor’s success story](https://www.reninc.com/resources/mastering-complex-giving-a-financial-advisors-success-story/)
- [Plan, execute, and track strategic charitable giving](https://www.reninc.com/resources/plan-execute-and-track-strategic-charitable-giving/)
- [What is a Charitable Remainder Trust?](https://www.reninc.com/resources/what-is-a-charitable-remainder-trust/)
- [U.S. Legacy Income Trusts](https://www.reninc.com/resources/u-s-legacy-income-trusts/)
- [Complex assets: The key to smart, tax-advantaged giving](https://www.reninc.com/resources/complex-assets-the-key-to-smart-tax-advantaged-giving/)
- [Ukraine’s jewel: A story of impact](https://www.reninc.com/resources/ukraines-jewel-a-story-of-impact-2/)
- [Using a donor-advised fund to bunch charitable giving](https://www.reninc.com/resources/using-a-donor-advised-fund-to-bunch-charitable-giving/)
- [Extra deductions and involving heirs](https://www.reninc.com/resources/extra-deductions-and-involving-heirs/)
- [Tax-Smart Giving: The Power of Complex Assets](https://www.reninc.com/resources/tax-smart-giving-the-power-of-complex-assets/)
- [Giving Season is here!](https://www.reninc.com/resources/giving-season-is-here/)
- [Internet Privacy Statement](https://www.reninc.com/resources/internet-privacy-statement/)
- [RCF DFX User Guide](https://www.reninc.com/resources/rcf-dfx-user-guide/)

---


## Webinars

- [How to Confidently Initiate Charitable Conversations with High-Net-Worth Clients](https://www.reninc.com/webinars/11776/)
- [DAFs, Deadlines, and Deductions: How Advisors Can Maximize Year-End Opportunities](https://www.reninc.com/webinars/11507/)
- [Using DAFs to manage concentrated positions](https://www.reninc.com/webinars/using-dafs-to-manage-concentrated-positions/)
- [OBBBA strategies to act on now for your clients](https://www.reninc.com/webinars/obbba-strategies-to-act-on-now-for-your-clients/)
- [3 year-end conversations every advisor should have now](https://www.reninc.com/webinars/3-year-end-conversations-every-advisor-should-have-now/)
- [How to advise charitable giving when markets are in flux](https://www.reninc.com/webinars/how-to-advise-charitable-giving-when-markets-are-in-flux/)
- [Business exits: Guiding owners through smart exits](https://www.reninc.com/webinars/business-exits-guiding-owners-through-smart-exits/)
- [Business exits: How DAFs helps clients save big](https://www.reninc.com/webinars/business-exits-how-dafs-helps-clients-save-big/)
- [Business exits: Deepen client relationships](https://www.reninc.com/webinars/business-exits-deepen-client-relationships/)
- [Recoverable grants with Ren and CapShift](https://www.reninc.com/webinars/recoverable-grants-with-ren-and-capshift/)
- [The power of business shares in DAFs](https://www.reninc.com/webinars/the-power-of-business-shares-in-dafs/)
- [Tax-smart giving strategies with a donor-advised fund](https://www.reninc.com/webinars/tax-smart-giving-strategies-with-a-donor-advised-fund/)
- [Philanthropic QuickHit: Using a DAF and CRT to reduce taxes and create an income stream](https://www.reninc.com/webinars/philanthropic-quickhit-using-a-daf-and-crt-to-reduce-taxes-and-create-an-income-stream/)

---


## FAQs

- [How does a DAF work for a client?](https://www.reninc.com/faqs/how-does-a-daf-work-for-a-client/)
- [Who can open a DAF?](https://www.reninc.com/faqs/who-can-open-a-daf/)
- [Are DAF contributions irrevocable?](https://www.reninc.com/faqs/are-daf-contributions-irrevocable/)
- [What assets can be donated to a DAF](https://www.reninc.com/faqs/what-assets-can-be-donated-to-a-daf/)
- [What is the tax deduction for cash contributed to a DAF?](https://www.reninc.com/faqs/what-is-the-tax-deduction-for-cash-contributed-to-a-daf/)
- [What is the deduction for long-term appreciated property to a DAF?](https://www.reninc.com/faqs/what-is-the-deduction-for-long-term-appreciated-property-to-a-daf/)
- [Do donors owe capital gains tax when contributing appreciated securities?](https://www.reninc.com/faqs/do-donors-owe-capital-gains-tax-when-contributing-appreciated-securities/)
- [Can clients donate complex assets (restricted stock, private company interests, real estate, crypto)?](https://www.reninc.com/faqs/can-clients-donate-complex-assets-restricted-stock-private-company-interests-real-estate-crypto/)
- [Can clients time DAF contributions for year-end or bunching strategies?](https://www.reninc.com/faqs/can-clients-time-daf-contributions-for-year-end-or-bunching-strategies/)
- [How quickly are grants processed?](https://www.reninc.com/faqs/how-quickly-are-grants-processed/)
- [Can DAFs make international grants?](https://www.reninc.com/faqs/can-dafs-make-international-grants/)
- [Can DAFs be used for disaster relief quickly?](https://www.reninc.com/faqs/can-dafs-be-used-for-disaster-relief-quickly/)
- [Are DAF grants anonymous or public?](https://www.reninc.com/faqs/are-daf-grants-anonymous-or-public/)
- [How are DAF investments managed?](https://www.reninc.com/faqs/how-are-daf-investments-managed/)
- [Can the client’s financial advisor manage DAF assets?](https://www.reninc.com/faqs/can-the-clients-financial-advisor-manage-daf-assets/)
- [Do DAF assets grow tax-free?](https://www.reninc.com/faqs/do-daf-assets-grow-tax-free/)
- [What happens to a DAF at the donor’s death?](https://www.reninc.com/faqs/what-happens-to-a-daf-at-the-donors-death/)
- [Can multiple family members have advisory privileges on one DAF?](https://www.reninc.com/faqs/can-multiple-family-members-have-advisory-privileges-on-one-daf/)
- [How do DAFs fit into estate and legacy planning?](https://www.reninc.com/faqs/how-do-dafs-fit-into-estate-and-legacy-planning/)
- [When would you benefit from the RCF Giving Fund?](https://www.reninc.com/faqs/when-would-you-benefit-from-the-rcf-giving-fund/)
- [What is the RCF Giving Fund invested through?](https://www.reninc.com/faqs/investments/)
- [What are the benefits of contributing crypto to an RCF Giving Fund?](https://www.reninc.com/faqs/crypto/)
- [What fees are associated with the RCF Giving Fund?](https://www.reninc.com/faqs/fees/)
- [What is the minimum grant amount required to utilize the RCF Giving Fund?](https://www.reninc.com/faqs/minimum-grants/)
- [How do DAFs work?](https://www.reninc.com/faqs/how-do-dafs-work/)
- [Why choose a DAF over direct giving or a private foundation?](https://www.reninc.com/faqs/why-choose-a-daf-over-direct-giving-or-a-private-foundation/)
- [Why go with Ren Direct (and the Renaissance Charitable Foundation)?](https://www.reninc.com/faqs/why-go-with-ren-direct-and-the-renaissance-charitable-foundation/)
- [Can I withdraw funds in a DAF?](https://www.reninc.com/faqs/can-i-withdraw-funds-in-a-daf/)
- [What tax advantages do DAFs offer?](https://www.reninc.com/faqs/what-tax-advantages-do-dafs-offer/)
- [When is a DAF the right solution?](https://www.reninc.com/faqs/when-is-a-daf-the-right-solution/)
- [How can Ren help if our firm lacks the tech infrastructure for a DAF program?](https://www.reninc.com/faqs/how-can-ren-help-if-our-firm-lacks-the-tech-infrastructure-for-a-daf-program/)
- [Will implementing Ren disrupt our advisors' client relationships?](https://www.reninc.com/faqs/will-implementing-ren-disrupt-our-advisors-client-relationships/)
- [What if our firm needs a more tailored solution?](https://www.reninc.com/faqs/what-if-our-firm-needs-a-more-tailored-solution/)
- [Is Renaissance Charitable Foundation a nonprofit?](https://www.reninc.com/faqs/is-renaissance-charitable-foundation-a-nonprofit/)
- [How does Ren help with inconsistent funding?](https://www.reninc.com/faqs/how-does-ren-help-with-inconsistent-funding/)
- [How can Ren help my charity reach more donors?](https://www.reninc.com/faqs/how-can-ren-help-my-charity-reach-more-donors/)
- [How can I receive grants faster through Ren?](https://www.reninc.com/faqs/how-can-i-receive-grants-faster-through-ren/)
- [How do I get started with Ren for Charities?](https://www.reninc.com/faqs/how-do-i-get-started-with-ren-for-charities/)
- [What kind of support does Ren offer charities?](https://www.reninc.com/faqs/what-kind-of-support-does-ren-offer-charities/)
- [What is the Ren Giving Platform?](https://www.reninc.com/faqs/what-is-the-ren-giving-platform/)
- [Who can use the Ren Giving Platform?](https://www.reninc.com/faqs/who-can-use-the-platform/)
- [How can donors benefit from the platform?](https://www.reninc.com/faqs/how-can-donors-benefit-from-the-platform/)
- [How can financial advisors benefit from the platform?](https://www.reninc.com/faqs/how-can-financial-advisors-benefit-from-the-platform/)
- [How can charities benefit from the platform?](https://www.reninc.com/faqs/how-can-charities-benefit-from-the-platform/)
- [How can financial services firms benefit from the platform?](https://www.reninc.com/faqs/how-can-financial-services-firms-benefit-from-the-platform/)
- [Which advisors should prioritize donor-advised funds in their practice?](https://www.reninc.com/faqs/which-advisors-should-prioritize-donor-advised-funds-in-their-practice/)
- [Why introduce DAFs to clients early in the year?](https://www.reninc.com/faqs/why-introduce-dafs-to-clients-early-in-the-year/)
- [Will my client continue to work with me for investment guidance?](https://www.reninc.com/faqs/will-my-client-continue-to-work-with-me-for-investment-guidance/)
- [How do I set up a DAF for a client?](https://www.reninc.com/faqs/how-do-i-set-up-a-daf-for-a-client/)
- [How will I know my client's desired charity is qualified to receive grants from DAFs?](https://www.reninc.com/faqs/how-will-i-know-if-my-clients-desired-charity-is-reputable/)
- [Can a donor set up successor grant advisors?](https://www.reninc.com/faqs/can-a-donor-set-up-successor-grant-advisors/)
- [How long will it take to set up a DAF?](https://www.reninc.com/faqs/how-long-will-it-take-to-set-up-a-daf/)
- [Will Ren take a cut of the DAF growth?](https://www.reninc.com/faqs/will-ren-take-a-cut-of-the-daf-growth/)
- [Why should I choose a DAF?](https://www.reninc.com/faqs/why-should-i-choose-a-daf/)
- [Does a DAF donor have a say in how funds are granted to nonprofits?](https://www.reninc.com/faqs/does-a-daf-donor-have-a-say-in-how-funds-are-granted-to-nonprofits/)
- [Can a donor contribute real estate or stock to a DAF?](https://www.reninc.com/faqs/can-a-donor-contribute-real-estate-or-stock-to-a-daf/)
- [Will I get online viewing access to my donor-advised fund?](https://www.reninc.com/faqs/will-i-get-online-viewing-access-to-my-donor-advised-fund/)
- [Will I have to manage DAF distributions?](https://www.reninc.com/faqs/will-i-have-to-manage-daf-distributions/)
- [Who will handle tax records and other administrative tasks?](https://www.reninc.com/faqs/who-will-handle-tax-records-and-other-administrative-tasks/)
- [Who is a charitable gift annuity best suited for?](https://www.reninc.com/faqs/who-is-a-charitable-gift-annuity-best-suited-for/)
- [How many individuals may be named as lifetime annuitants for a charitable gift annuity?](https://www.reninc.com/faqs/how-many-individuals-may-be-named-as-lifetime-annuitants-for-a-charitable-gift-annuity/)
- [How are charitable gift annuities and charitable remainder trusts different?](https://www.reninc.com/faqs/how-are-charitable-gift-annuities-and-charitable-remainder-trusts-different/)
- [Which assets may be contributed to a charitable gift annuity?](https://www.reninc.com/faqs/which-assets-may-be-contributed-to-a-charitable-gift-annuity/)
- [How much do I need to open a charitable gift annuity?](https://www.reninc.com/faqs/how-much-do-i-need-to-open-a-charitable-gift-annuity/)
- [How does a private foundation work?](https://www.reninc.com/faqs/how-does-a-private-foundation-work/)
- [What does an operating foundation do?](https://www.reninc.com/faqs/what-does-an-operating-foundation-do/)
- [What does a non-operating foundation do?](https://www.reninc.com/faqs/what-does-a-non-operating-foundation-do/)
- [Is a charitable lead trust similar to a charitable remainder trust?](https://www.reninc.com/faqs/is-a-charitable-lead-trust-similar-to-a-charitable-remainder-trust/)
- [What assets can be contributed to a charitable lead trust?](https://www.reninc.com/faqs/what-assets-can-be-contributed-to-a-charitable-lead-trust/)
- [Can I name my donor-advised fund as a beneficiary?](https://www.reninc.com/faqs/can-i-name-my-donor-advised-fund-as-a-beneficiary-2/)
- [Are charitable lead trusts tax-exempt?](https://www.reninc.com/faqs/are-charitable-lead-trusts-tax-exempt/)
- [Who receives the remaining assets at the end of the trust?](https://www.reninc.com/faqs/who-receives-the-remaining-assets-at-the-end-of-the-trust/)
- [Who is a charitable gift annuity best suited for?](https://www.reninc.com/faqs/who-is-a-charitable-gift-annuity-best-suited-for-2/)
- [How many individuals may be named as lifetime annuitants for a charitable gift annuity?](https://www.reninc.com/faqs/how-many-individuals-may-be-named-as-lifetime-annuitants-for-a-charitable-gift-annuity-2/)
- [How are charitable gift annuities and charitable remainder trusts different?](https://www.reninc.com/faqs/how-are-charitable-gift-annuities-and-charitable-remainder-trusts-different-2/)
- [Which assets may be contributed to a charitable gift annuity?](https://www.reninc.com/faqs/which-assets-may-be-contributed-to-a-charitable-gift-annuity-2/)
- [How much do I need to open a charitable gift annuity?](https://www.reninc.com/faqs/how-much-do-i-need-to-open-a-charitable-gift-annuity-2/)
- [What are the benefits of a pooled income fund?](https://www.reninc.com/faqs/what-are-the-benefits-of-a-pooled-income-fund/)
- [Who should consider a pooled income fund?](https://www.reninc.com/faqs/who-should-consider-a-pooled-income-fund/)
- [What determines if I have a disability?](https://www.reninc.com/faqs/what-determines-if-i-have-a-disability/)
- [Who can contribute to a first party pooled trust?](https://www.reninc.com/faqs/who-can-contribute-to-a-first-party-pooled-trust/)
- [What are the benefits of a pooled income fund?](https://www.reninc.com/faqs/what-are-the-benefits-of-a-pooled-income-fund-2/)
- [Who should consider a pooled income fund?](https://www.reninc.com/faqs/who-should-consider-a-pooled-income-fund-2/)
- [What is a charitable lead trust?](https://www.reninc.com/faqs/what-is-a-charitable-lead-trust/)
- [What is a charitable remainder trust?](https://www.reninc.com/faqs/what-is-a-charitable-remainder-trust/)
- [What is a charitable gift annuity?](https://www.reninc.com/faqs/what-is-a-charitable-gift-annuity/)
- [What is a pooled income fund?](https://www.reninc.com/faqs/what-is-a-pooled-income-fund/)
- [What is a private foundation?](https://www.reninc.com/faqs/what-is-a-private-foundation/)
- [What is a charitable trust?](https://www.reninc.com/faqs/what-is-a-charitable-trust/)
- [Is a charitable trust a good fit for me?](https://www.reninc.com/faqs/is-a-charitable-trust-a-good-fit-for-me/)
- [Who typically uses a charitable trust?](https://www.reninc.com/faqs/who-typically-uses-a-charitable-trust/)
- [What are the advantages of a charitable trust?](https://www.reninc.com/faqs/what-are-the-advantages-of-a-charitable-trust/)
- [Is a charitable remainder trust similar to a charitable lead trust?](https://www.reninc.com/faqs/is-a-charitable-remainder-trust-similar-to-a-charitable-lead-trust/)
- [What assets can be contributed to a charitable remainder trust?](https://www.reninc.com/faqs/what-assets-can-be-contributed-to-a-charitable-remainder-trust/)
- [Can I name my donor-advised fund as a beneficiary?](https://www.reninc.com/faqs/can-i-name-my-donor-advised-fund-as-a-beneficiary/)
- [Are charitable remainder trusts tax-exempt?](https://www.reninc.com/faqs/are-charitable-remainder-trusts-tax-exempt/)
- [If I am the sole lifetime beneficiary of a charitable remainder trust, what happens to the trust if I die before my life expectancy?](https://www.reninc.com/faqs/if-i-am-the-sole-lifetime-beneficiary-of-a-charitable-remainder-trust-what-happens-to-the-trust-if-i-die-before-my-life-expectancy/)
- [What is the difference between Ren and Renaissance Charitable Foundation (RCF)?](https://www.reninc.com/faqs/what-is-the-difference-between-ren-and-renaissance-charitable-foundation-rcf/)
- [What is a donor-advised fund (DAF)?](https://www.reninc.com/faqs/what-is-a-donor-advised-fund-daf/)
- [Can I open a donor-advised fund directly through Ren?](https://www.reninc.com/faqs/can-i-open-a-donor-advised-fund-directly-through-ren/)
- [When is a donor-advised fund the right solution?](https://www.reninc.com/faqs/when-is-a-donor-advised-fund-the-right-solution/)

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