Ren

As a #WealthManager, do your clients rush to make charitable donations for tax deductions at year's end? Tips from our recent blog will help you get ahead of #GivingSeason with strategic options that can enhance benefits for both the donor and the charity: https://bit.ly/3XZ9A90

As Giving Season approaches, it’s crucial to guide clients in making confident, strategic decisions without the stress of last-minute planning. Our latest Philanthropic Insights newsletter offers valuable resources, including an 8-step year-end giving checklist for advisors. Plus, don’t miss our inspiring discussion with philanthropist Abigail Millan in our Impact Series video. Stay ahead of the curve and help your clients maximize their impact this season. #Philanthropy #WealthManagement #DonorAdvisedFunds #DAFGivingSummit

Tune into Ren’s Philanthropic Insights podcast with Kim Ledger for #TaxSmartGiving strategies! Season 1: Intro to #PlannedGiving & leveraging #DAFs for impact Season 2: Maximizing gifts of #ComplexAssets like real estate & business interests Watch now: https://bit.ly/3Q1OaFs

Prepare for the post-TCJA era with strategic charitable planning! Discover how upcoming tax changes may impact your giving strategies and prepare for the end of key tax breaks. Explore more: https://bit.ly/3xOKSPW #DAFs #TCJA #CharitablePlanning

#DonorAdvisedFunds offer the advantage of timeliness for crisis relief. In this example, Tracy and Alex used a #DAF to swiftly donate $150k to a local food bank, providing 1.5M meals within days. Read more: https://bit.ly/3Sy8RKk #philanthropy #CrisisRelief

Discover how Ren’s guidance helped this widow transition from a private foundation to a DAF, reducing administrative burdens and enhancing her charitable giving: https://bit.ly/3LzyvdG #philanthropy #DAFs #CharitableGiving

Ren’s Philanthropic Insights podcast series dives into tax-smart giving strategies. It's a must for financial advisors and philanthropy enthusiasts. Learn about DAFs and boost your practice's impact. Subscribe for the latest: https://bit.ly/3Q1OaFs #DAFs #philanthropy

Planning ahead is key to maximizing your clients' charitable impact and financial benefits. In the latest issue of Ren’s Philanthropic Insights, we explore why avoiding the giving rush at year-end pays off. Dive in to our latest edition to discover how to make giving count. Key Highlights: 💡 Featured Article: The true costs of rushed giving and how to minimize them 💡 Philanthropic Insights Impact Series: Watch an inspiring interview with Mitzi Perdue, an advocate for anti-human trafficking, former rice farmer, and past president of American Agri-Women 💡 DAF Giving Summit: Join us at the New York Wealth Impact Forum on July 18th! 💡 Causes Calendar: Upcoming causes and trends in DAF contributions #Philanthropy #WealthManagement #DonorAdvisedFunds #DAFGivingSummit

Prepare for the end of the Tax Cuts and Jobs Act (TCJA) with a focus on strategic giving using donor-advised funds. Understand the TCJA's impact and its upcoming expiration in 2025, reverting to pre-2018 tax laws: https://bit.ly/3xOKSPW #TCJA #TaxPlanning #DAFs

Despite a decline in donations in recent years, Americans remain passionate about supporting causes they care about. Learn about recent charitable giving trends and uncover detailed statistics here: https://bit.ly/49vGgLD #CharitableGiving #philanthropy