Resource Center

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

OBBBA: Philanthropy and Estate Planning

What advisor's need to know about OBBBA

Guide

Tax Advisor’s Year-End Reminders

Important deadlines and dates

Guide

Tax Advisor’s Guide to DAFs

A short guide on how to leverage DAFs

Guide

Pooled Income Fund Guide

A quick guide to understanding PIFs

Guide

Your Strategy Ren’s Platform

Your Clients. Your Strategy. Our Platform.

Guide

3 year-end conversations every advisor should have now

Year-end giving season is here, and the clock is ticking. Join Jordan Richardson for a fast, practical session on the three client conversations to spark action before year-end deadlines hit.

Webinar

OBBBA strategies to act on now for your clients

The One Big Beautiful Bill Act (OBBBA) gives your HNW clients a rare window to act—higher gifting limits, a 2025 sweet spot for deductions, and a looming 2026 charitable “floor” make now the moment to plan.

Webinar

QuickHit: Using a DAF and CRT to reduce taxes and create an income stream

Pair a charitable remainder trust with a donor-advised fund to reduces taxes, keep your client’s income flowing, and turn a liquidity event into long-term impact.

Webinar

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Resource Center

DAF vs Private Foundation Ep. 4

DAF vs Private Foundation Ep. 3

DAF vs Private Foundation Ep. 2

OBBBA: Philanthropy and Estate Planning

Tax Advisor’s Year-End Reminders

Tax Advisor’s Guide to DAFs

DAF vs Private Foundation Ep. 1

Pooled Income Fund Guide

Your Strategy Ren’s Platform

3 year-end conversations every advisor should have now

OBBBA strategies to act on now for your clients

QuickHit: Using a DAF and CRT to reduce taxes and create an income stream

Connect directly with our experts

Amplify your impact.