Preparing for Giving Season? Help clients lock in tax savings now by funding a DAF before year-end – and deciding on charities later.

Philanthropic Insights video podcast series

Ren’s Philanthropic Insights podcast series explores tax-smart giving strategies. Hosted by Kim Ledger and featuring expert guests, each episode offers concise, actionable advice for financial advisors and individuals interested in strategic philanthropy.  

Discover how to leverage donor-advised funds (DAFs) to grow your practice and maximize your impact. 

Whether you prefer to watch or listen, be sure to subscribe to catch the latest episodes.

Season 1

Season 1 of Ren’s Philanthropic Insights series offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact. 

Episode 1: Intro to using DAFs for planned giving

Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren 
Guest: Kyle Christopherson, Sr. Vice President of Client Services, Ren 

Episode 2: A complete guide to donor-advised funds

Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren 
Guest: Kyle Christopherson, Sr. Vice President of Client Services, Ren 

Episode 3: How to talk to clients about charitable giving

Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren 
Guest: Kyle Christopherson, Sr. Vice President of Client Services, Ren 

Episode 4: How to know when a DAF is right for your clients 

Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren 
Guest: Kyle Christopherson, Sr. Vice President of Client Services, Ren 

Episode 5: The power of cross-collaboration for financial advisors 

Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren 
Guest: Kyle Christopherson, Sr. Vice President of Client Services, Ren 

Season 2 

Season 2 of Ren’s Philanthropic Insights series offers advisors everything they need to know about making the most with gifts of complex assets – including real estate, business interest, passion assets, alternative investments, and qualified appraisals. 

Episode 1: Unlocking charitable opportunities with complex assets

Host: Kim Ledger, Vice President of Complex Assets, Ren 
Guest: Katie Collin, Complex Gift & Grant Director, Ren 

Episode 2: Donating complex assets: Real estate

Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren 
Guest: Katie Collin, Complex Gift & Grant Director, Ren 
Guest: Bruce Geiss, Chief Operating Officer, Realty Gift Fund  

Episode 3: Donating complex assets: Business interests 

Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren 
Guest: Katie Collin, Complex Gift & Grant Director, Ren 

Episode 4: Donating complex assets: Passion assets 

Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren 
Guest: Katie Collin, Complex Gift & Grant Director, Ren 
Guest: Colleen Boyle, Managing Director-National Sales, The Fine Art Group  

Episode 5: Donating complex assets: Alternative investments 

Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren 
Guest: Katie Collin, Complex Gift & Grant Director, Ren 

Episode 6: Donating complex assets: Qualified appraisals  

Host: Kim Ledger, Sr. Vice President of Complex Assets, Ren 
Guest: Matt Fix, CFA, Principal, Scalar 
Guest: Steve Lindsley, Director, Scalar 

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Is a donor-advised fund the right choice for your client?​

Get the answers to the most frequently asked questions about donor-advised funds in our free eBook — 12 Questions to Ask Before Setting Up a Donor-Advised Fund.