Resource Center
Insights, stories, and practical guidance from donors, advisors, and charities. Scroll, search, or filter below to find resources relevant to your situation.
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
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.
