Philanthropic Insights | June 2024

Ren

We provide the technology and service so donors can focus on giving and organizations can focus on growth.

Published Jun 20, 2024

Welcome to the Ren Philanthropic Insights, a quarterly newsletter with the latest about wealth management, philanthropy, and a little about Ren.

Building stronger client relationships with DAFs

Discover how strategic charitable giving can enhance your relationships with HNW and UHNW clients and set your practice apart. Learn why it’s vital to have philanthropic discussions earlier in the year and how donor-advised funds can meet your clients' charitable and financial goals. Dive in to Wealth how strategic charitable giving can elevate client satisfaction.

Ren resources:

Tax update: Preparing for the end of the TCJA
Donor story: Private foundation to DAF: How a widow decreased administrative burden and increased giving
Blog: Four reasons DAFs need to be on every advisor’s mid-year agenda

Puzzle section

Multiple choice: What percentage of high-net-worth individuals believe charitable giving should be part of their initial conversations with financial advisors?

A. 70%

B. 80%

C. 90%

D. 100%

Answer below.

Causes Calendar

Explore our monthly causes calendar, created to support meaningful charitable discussions about donor-advised funds with your clients. It highlights upcoming causes and provides valuable insights about trends in DAF contributions.

July

Recreation and Parks Month
Chronic Health Conditions Month
Sarcoma Awareness Month

June

LGBTQ Pride Month
Juneteenth (June 19)
Gun Violence Awareness Month
Great Outdoors Month

Donating gifts of real estate

Don’t miss this episode of Ren’s Philanthropic Insights video/podcast series, Donating complex assets: Real estate.

In this episode, Bruce Geiss, COO of Realty Gift Fund, discusses real estate donations. With 32 years of partnership and four decades each in real estate, Bruce and Jay Grab founded Realty Gift Fund, America's top provider of real estate gifts for nonprofits.

Watch the latest episodes.

Listen to the latest episodes.

DAF Giving Summit

Reserve your spot today at the New York Wealth Impact Forum happening July 18th!

Earn 4 CE credits and your DAF Specialist certification at the New York Wealth Impact Forum. Dive into practical knowledge and best practices for integrating philanthropy into your practice. The event is rapidly approaching, so don't miss out on this exclusive opportunity to connect with top financial advisors and elevate your services through philanthropy.

Learn more about this event in your region:

· Chicago Wealth Impact Forum, August 22, 2024 • St. Regis Chicago

· DAF Giving Summit, October 16-18, 2024 • J.W. Marriott Nashville

Charitable giving is our specialty

Your clients have philanthropic goals, and Ren gives you the resources to make sure you help them reach those goals.

Contact our experts if you want to learn more about charitable giving. And get all the information and tools you need about philanthropic giving by visiting our website.

Puzzle answer

Answer: