Ren’s Charitable Strategist Team

Jasmin Cimmarrusti

Charitable Strategist
CFP®, ChFC, CWS Series 7, 66

Connect with me for DAF strategies, client guidance, or large account pricing.

What I do: I help advisors grow their practices by simplifying charitable giving strategies, with expertise in donor-advised funds and unique asset contributions.
How I do it: By leveraging over a decade of experience working alongside financial advisors to make philanthropy easier and more impactful for their clients.
Why I do it: Because thoughtful giving creates lasting family legacies and deepens advisor-client relationships in meaningful ways.

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Jordan Richardson

Charitable Strategist
AIF®, CAP®

Connect with me for DAF strategies, client guidance, or large account pricing.

What I do: I help financial advisors identify, communicate, and implement charitable planning opportunities using donor-advised funds and other vehicles.
How I do it: With curiosity, accessibility, and advocacy that makes planning conversations easier and more impactful.
Why I do it: Because DAFs are powerful financial planning tools, and advisors are uniquely positioned to maximize both philanthropic and financial outcomes—I’m here to catalyze those conversations.

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Kaycee Butler

Charitable Strategist
Series 7, 66

Connect with me for DAF strategies, client guidance, or large account pricing.

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Carla Comstock

Charitable Strategist
Series 7, 6, 63

Connect with me for DAF strategies, client guidance, or large account pricing.

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Tim Sylvester

Charitable Strategist
Series 7, 66

Connect with me for DAF strategies, client guidance, or large account pricing.

What I do: I help financial advisors integrate charitable planning strategies—especially donor-advised funds—into client financial plans.
How I do it: By opening dialogue with advisors and families to increase impact and establish lasting legacies.
Why I do it: Because charitable planning is a powerful differentiator and value-add for clients at every wealth level.

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Carly Evans

Charitable Strategist

Connect with me for DAF strategies, client guidance, or large account pricing.

What I do: I guide advisors and their clients to use donor-advised funds in creative, high-impact ways.
How I do it: By drawing on my frontline fundraising and crypto experience to simplify the complex and build authentic relationships.
Why I do it: Because I believe giving should be personal, innovative, and aligned with each client’s values to create real impact.

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