Resource Center
Insights, stories, and practical guidance from donors, advisors, and charities. Scroll, search, or filter below to find resources relevant to your situation.
2026 Year-End Checklist
Review your book of business and prioritize these client conversations before year-end deadlines
California’s Proposed Billionaire Tax
What advisors need to know about California's Proposition 40, why major shifts in tax policy are a natural prompt to revisit the charitable giving conversation, and how Ren is tracking it.
5 Conversations Clients Have Without Advisors
A field guide for advisors on charitable conversations
Client Story: Multi-vehicle strategy, three new clients
How a $130 million multi-vehicle strategy kept one shareholder's assets in-house, and added three new client relationships
Unwinding a PF to a DAF
Why UHNW Families are Moving from a Private Foundation to Donor-Advised Fund
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
