Resource Center
Insights, stories, and practical guidance from donors, advisors, and charities. Scroll, search, or filter below to find resources relevant to your situation.
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.
Noncash Assets
From business interests to private alternatives, discover sophisticated giving and bespoke impact investments - powered by Ren, administered through our partnering sponsoring charities.
