Resource Center
Insights, stories, and practical guidance from donors, advisors, and charities. Scroll, search, or filter below to find resources relevant to your situation.
Tax Advisor’s Guide to DAFs
Tax advisors are often the most trusted source of guidance when it comes to managing a client's financial strategies, and many of your clients are likely interested in a donor-advised fund as a tax-advantaged giving solution.
Advisor Cheat Sheet
A year-end cheat sheet for using in-kind stock donations to reduce a client's taxes and concentration risk. Spot the opportunity, frame the conversation, and act before December 31.
2026 Year-End Checklist
Donor-advised funds have become the fastest-growing charitable vehicle in the U.S. If you're not proactively discussing giving with clients, someone else likely is.
About Ren
Ren's technology and services power the nation's leading donor-advised fund programs, enabling advisors to offer their clients a world-class giving experience.
2026 DAF Deadlines
The contribution into the DAF, not the grant to a charity, is what counts for 2026 taxes. Here's what needs to happen, and when, to hit your clients' goals this year.
California’s Proposed Billionaire Tax
Major shifts in tax policy are a natural prompt for giving conversations. Here’s what advisors need to know about Proposition 40, and how to discuss the right charitable giving options.
OBBBA: Philanthropy & Estate Planning
What financial advisors need to know about the One Big Beautiful Bill Act (OBBBA), donor-advised funds, and how Ren can help you put it into practice with clients.
IPO Brochure
When an IPO changes everything, experience matters. For more than four decades, Ren has helped advisors navigate sophisticated wealth moments, flexible investment options, sophisticated asset support, and a team that knows how to move quickly.
IPO Donor Pitch
The months around an IPO are the single best window in your financial life to give well. Gift shares directly and the gain is never realized.
Is a Donor-Advised Fund Right for You?
The flexible, tax-smart way to give on your terms. A donor-advised fund lets you make a charitable contribution, receive an immediate tax deduction, and recommend grants over time, with Ren's platform supporting your giving behind the scenes.
