Despite the upheavals and aftershocks over the last couple of years brought about by a pandemic, inflation, and other world events, the wealth management industry… Read More »2024 top trends in wealth management
Note: This post is a part three of a three-blog series by Gideon Taub, Ren’s Chief Strategy Officer providing his perspectives on the DAF ecosystem, the… Read More »A deeper dive into DAF services options and trends
What do a pair of Ferraris, a precious stone from the bottom of the sea, a collection of rare books, and a Western ranch have… Read More »Maximizing giving: Transforming non-cash assets into impact
Note: This post is a part two of a three-blog series by Gideon Taub, Ren’s Chief Strategy Officer providing his perspectives on the DAF ecosystem, the… Read More »In-House and Outsourced Service Options for Donor-Advised Fund Programs
Note: This post is a part one of a three-blog series by Gideon Taub, Ren’s Chief Strategy Officer providing his perspectives on the DAF ecosystem,… Read More »A view of the DAF landscape
What motivates high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals to participate in philanthropy? Nobody likes paying taxes and since charitable deductions are an obvious and straightforward… Read More »Giving motivations of HNW and UHNW may surprise financial institutions
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