Resource Center
Insights, stories, and practical guidance from donors, advisors, and charities. Scroll, search, or filter below to find resources relevant to your situation.
The Conversation Clients Are Already Having
Why advisors who wait to bring up philanthropy are losing ground, and what's quietly leaving the relationship.
Charitable Strategies After the OBBBA
Post-OBBBA decision framework for estate planning specialists
DAF Deadlines and Timing at a Glance
A simple, year-end visual showing key DAF deadlines, timing, and next steps.
Advisor’s Guide to Donor-Advised Funds
3-minute guide to DAFs: Help clients give strategically, reduce taxes, and deepen relationships.
How to sign up for ACH
Step-by-step guide for nonprofits to enable ACH payments and receive donor-advised fund grants faster.
Flexibility of DAFs
Learn how Ren lets you manage DAFs your way, without the investment restrictions other providers impose.
