Events
We’d love to connect with you!
Use this page to see where you can find us in action, from industry conferences to QuickHit webinars that give you the information you need in the time that you have (15 mins).
We’ve indicated where we are hosting, speaking, or sponsoring as well so you can find our booth or attend our sessions. Use the links below to register for these events and book a call with a Ren rep who will be in attendance.
Upcoming Events We’re Attending
If you’re attending one of the events below, schedule a time to meet with one of our Ren team members. We would love to meet you.
Women in Independent Wealth West
The Women in Independent Wealth Summit brings together women leaders in independent wealth management for connection, insight, and inspiration. Attendees engage in thoughtful conversations, peer learning, and meaningful networking.
Upcoming Webinars
Engage live with experts and peers to gain strategies you can apply with clients today—plus insights from thought leaders shaping tomorrow.
5/21/2026
The Concentrated Stock Conversation Your Clients Aren’t Having With Anyone
Your client holds a concentrated position or unusual asset and has charitable intent. You know there's a planning opportunity. The question is how to turn that into a plan. Most advisors recognize the opportunity. Very few have the decision framework to act on it. This session gives you that framework. Cole Davidson, Complex Asset Expert at Ren and Jordan Richardson, Charitable Strategist at Ren, walk through the decision logic for matching asset type to charitable vehicle. You'll walk away knowing how to evaluate a concentrated or appreciated position for charitable planning, match vehicle to situation from public stock to private equity to real estate, recognize when the strategy doesn't work and why that matters as much as when it does, and apply a practical framework in your next client meeting.
On-Demand Webinars
Catch up on practical tools and big ideas that help you serve clients and stay ahead of trends.
The Strategy Most Advisors Never Bring to a Business Owner
Most advisors serving UHNW clients with business interests never surface charitable planning before a transaction closes. The window is narrow, the tax stakes are high, and the considerations like assignment of income, transfer restrictions, and buyer dynamics, valuation, require a conversation that happens well before a deal is in motion.
The New Estate Playbook: Charitable Strategies After the OBBBA
Your clients' plans didn't break when the sunset didn't happen. But the conversation changed, and the advisors who bring that update first will earn the next referral. The One Big Beautiful Bill Act (OBBBA) raised the estate tax exemption and tightened the charitable deduction rules. A new 0.5% AGI floor. A 35% cap for top-bracket itemizers. DAFs excluded from the new non-itemizer deduction. For clients with significant assets and philanthropic intent, the planning just became more technical and valuable.
How Charitable Planning Decisions Actually Happen
Advisors working with HNW clients increasingly encounter complex or illiquid assets, often before it’s clear how to introduce charitable planning with confidence. This live case lab walks through one client scenario to show how charitable planning decisions actually unfold when assets, timing, and uncertainty are in play.
How to Confidently Initiate Charitable Conversations with High-Net-Worth Clients
Charitable planning is often one of the most impactful conversations advisors can have with high-net-worth clients, yet it’s also one of the hardest to initiate. In this practical session, a Ren Charitable Strategist will walk through clear, natural language advisors use to open charitable conversations with confidence, without overcomplicating the plan or feeling pressure to have all the answers.
DAFs, Deadlines, and Deductions: How Advisors Can Maximize Year-End Opportunities
The final months of the year are packed with opportunity and urgency. As clients review their tax positions and charitable goals, advisors have a powerful window to spark strategic giving conversations that make a difference right now and, in the years ahead.
3 year-end conversations every advisor should have now
Year-end giving season is here, and the clock is ticking. Join Carla Comstock for a fast, practical session on the three client conversations to spark action before year-end deadlines hit.
Using DAFs to manage concentrated positions
Have a client with too much in one stock? In just 15 minutes, you’ll learn how to turn that concentrated position into a smarter, tax-savvy year-end move using a donor-advised fund (DAF). No selling required, just an in-kind donation before December 31.
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.
Philanthropic QuickHit: Using a DAF and CRT to reduce taxes and create an income stream
Pair a charitable remainder trust with a donor-advised fund, and you’ve got a strategy that reduces taxes, keeps your client’s income flowing, and turns a liquidity event into long-term impact. In just 15 minutes, we’ll break down how this combo works, when to use it, how to structure it, and what kind of client it’s perfect for. Whether your client is about to sell a business or offload a chunk of stock, this is how you help them win on both the financial and philanthropic fronts.
How to advise charitable giving when markets are in flux
Volatile markets are your moment to lead. In this 15-minute QuickHit, Cole Davidson and Kaycee Butler break down how DAFs can help you deliver clarity, continuity, and confidence when clients need it most.
Business exits: Guiding owners through smart exits
You don’t need to know everything about gifting business shares to a DAF. You just need to know when to ask the right question and who to call when it gets complex.
Business exits: How DAFs helps clients save big
Your client is about to sell their business and capital gains are circling. But here’s the play: If they gift shares to a donor-advised fund before the deal closes, they can avoid capital gains tax on those shares and make a major charitable impact.
Events Gallery
A collection of our favorite moments from Ren’s annual DAF Giving Summit.
