When they started their staffing company, Scott and Kim Wedgeworth* hoped they might one day build it into something they could sell to supplement their… Read More »DAFs in business exit strategies: Tax efficiency and impact
When people put together estate plans, they’re typically looking to achieve a few simple objectives: They want to create clarity for the future, ensure their… Read More »Estate planning and DAFs: Creating assurances for the future
As the landscape of philanthropy continues to evolve, donor-advised funds (DAFs) have gained significant traction; they offer individuals a strategic and efficient way to contribute… Read More »Insights from donors and their advisors: Navigating philanthropy, financial advice, and regulatory changes
Many financial advisors have viewed charitable giving primarily as a vehicle for reducing the amount of wealth their client lose to taxes. It’s a reasonable… Read More »Navigating the tax landscape and charitable strategies
When people think about charitable giving, they typically think of giving cash. Monetary donations are straightforward and the simplest way to give, but doesn’t always… Read More »Complex assets: Impactful giving beyond cash
In 2021, charitable giving passed a milestone: For the first time ever, a greater share of individuals’ charitable donations went into donor-advised funds (DAFs) than… Read More »How to choose: Donor-advised funds vs. private foundation
While progressing through their careers as attorneys, Alma and Brent Nickels have developed a routine of generosity. With the means and opportunities to support causes… Read More »How to create a family giving plan
Making predictions for the year ahead is a dicey undertaking. The economy is unstable, the global stage is frightening, and the only thing certain about… Read More »Charitable Giving Projections for 2024
The process of opening a donor-advised fund (DAF) is so simple, that the hardest step might be choosing the right name that best fits the… Read More »How to name a donor-advised fund — Your complete guide
8910 Purdue Road, Suite 500
Indianapolis, IN 46268
(317) 757-3453
© 2024 Ren. All rights reserved | Privacy Policy | Terms of Service