Let’s be real: selling a business is complicated. So is charitable planning.
And when you start mixing in business shares, donor-advised funds (DAFs), tax deductions, transfer restrictions, appraisals, and IRS rules… it can feel like you need a law degree just to get through a meeting.
But here’s the good news: you don’t have to be the expert.
You just have to be the advisor who sees the opportunity and brings in the right partner.
That’s where Ren comes in.
Your role? Spot the signal. Ask the right question.
“Have you considered using a donor-advised fund as part of your exit strategy?”
That one sentence unlocks possibility for your client and for your practice.
What happens next?
That’s where we take the wheel. Our team steps in to help:
- Review business entity type and transfer restrictions
- Coordinate with your client’s tax and legal team
- Manage the DAF setup, documentation, and due diligence
- Handle qualified appraisals and IRS substantiation
- Support your client with a strategy that’s smart, flexible, and values-aligned
We work directly with you and your clients’ professional advisors to ensure a smooth process. We’re happy to meet with your clients and explain how DAFs can fit into their business exit strategy.
You remain the lead advisor. We handle the complexity behind the scenes.
Why this matters to your clients
Clients aren’t just looking for financial outcomes, they’re looking for advisors who understand their goals.
When you bring up philanthropy during a business exit, you show that you’re thinking bigger. You help them keep more, give smarter, and leave a lasting legacy.
Why this matters to you
You get to:
- Offer next-level planning that few advisors do
- Strengthen your relationships with clients and their families
- Differentiate yourself in a crowded advisory landscape
- Build trust that lasts long after the deal closes
And you get to do all that without becoming a DAF expert. Because that’s our job.
Advisors don’t need to know every technical detail, just when to bring in their charitable partner.
Let’s make complex giving simple for you, and your clients.
Learn how we partner with advisors: reninc.com
Have a client situation right now? Let’s talk: [email protected]
