The basics
Clients contribute assets, receive an immediate charitable deduction, and then recommend grants to nonprofits whenever they choose.
Going deeper
The process is simple:
1. Contribution → Donor gifts cash, securities, or other assets.
2. Tax deduction → Taken immediately in the year of the gift.
3. Investment → Assets may grow tax-free.
4. Grantmaking → Donors recommend grants to IRS-qualified charities over time.
How Ren helps
Ren streamlines every step. Accounts can be opened quickly online, contributions (including complex assets) are handled with expertise, advisors remain involved in asset management, and our Rapid Disbursement Engine ensures grants reach nonprofits quickly and reliably.
Key details
Contributions are irrevocable.
Grants can be recommended in any amount above the sponsor’s minimum.
Advisors integrate DAFs into client wealth strategies.
Multi-generational giving supported through successor designations.