Resource Center
Insights, stories, and practical guidance from donors, advisors, and charities. Scroll, search, or filter below to find resources relevant to your situation.
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.
Using DAFs to Manage Concentrated Positions
A smart strategy to create impact and reduce your tax burden
IPO Brochure
For more than four decades, Ren has helped advisors navigate sophisticated wealth moments.
Top 5 Client Scenarios for a DAF
As a financial advisor, knowing when to introduce a donor-advised fund (DAF) can elevate your client relationships and enhance their tax strategy.
Roth and DAF Conversions
A partial Roth conversion combined with a donor-advised fund (DAF) can be a tax-efficient strategy with the right partner and support.
Noncash Assets
From business interests to private alternatives, discover sophisticated giving and bespoke impact investments - powered by Ren, administered through our partnering sponsoring charities.
Client Explainer
If you own shares that have grown in value over time, there’s a strategic way to put those assets to work for the causes you care about
