Ren

Ren is hiring a temporary Client Account Representative for the summer. A strong opportunity for someone interested in client services, operations, financial services, or philanthropy. Apply or share: job-boards.greenhouse.io/renpsg/jobs/52…

In just one week. A client has a concentrated position and wants to give. Do you know what actually qualifies? Join Ren’s Cole Davidson and Jordan Richardson for a clear framework. Register: bit.ly/4tiCUFB

87% of clients want charitable planning advice. Only 6% feel they receive it. That gap is the opportunity. This new paper from American Endowment Foundation explores how advisors can lead deeper conversations around purpose, legacy, and impact: bit.ly/4u0AOuE

Not every concentrated position qualifies for charitable planning. Asset type, client intent, and execution all matter. Join Ren’s Cole Davidson and Jordan Richardson for a clear framework. Register: renpsg.zoom.us/webinar/regist…

A client has a concentrated position and wants to give. Now what? The answer depends on the asset. Public stock, private equity, real estate all follow different paths. Read how advisors evaluate what actually qualifies: bit.ly/3QEnSw9

Not all giving creates the same impact. In this episode of Distilling Philanthropy, Dave Swartz, Chief Vision Officer at Anonymous Philanthropy, breaks down why purpose and clarity matter, and what that means for advisors. Watch: bit.ly/4cHqzoa

Philanthropy is becoming a core part of wealth conversations—not an afterthought. This new AEF whitepaper shows how advisors can turn charitable planning into stronger relationships and better outcomes. Download: bit.ly/4tsJs58

Help us shape the future of philanthropy at the #DAFGivingSummit this September 23 to 25 in Austin, TX. We are seeking your input on the sessions and topics that matter most to you. Take our brief content feedback survey today: bit.ly/4dQyZf0

Tomorrow at 2 PM ET. If charitable planning doesn't happen before the deal is in motion, the opportunity may already be gone. Join Kim Ledger (Ren) and Melissa Milich (Kozusko Harris Duncan) to see how advisors get ahead of it. Register: bit.ly/4tPvNF0

The most impactful charitable planning happens before a liquidity event. Join Ren’s Kim Ledger and Kozusko Harris Duncan’s Melissa Milich for a 35-minute session on pre-sale strategy. Register: bit.ly/4tPvNF0

Your clients are already giving. The question is whether you’re part of that decision or hearing about it after. One conversation changes that. Make it clear that you help with giving: bit.ly/4twOJs3

“I need to figure out my tax situation this year.” That’s more than a tax question; it’s an opening. The real move is knowing how to pivot from tax savings to long-term strategy. Ren's Kaycee Butler breaks it down: bit.ly/4rbNlKW

You know charitable planning belongs in client conversations. So why hasn’t it come up? It’s not a knowledge gap. It’s timing, language, and hesitation. Ren's own Carla Comstock explains how to recognize when the door is already open: bit.ly/4s1ZPnS #FinancialAdvisors

Tomorrow’s estate planning briefing is built for advisors already working with charitable clients. Jeff Christie of Ren covers CRT + DAF mechanics, CLT strategy, and real post-OBBBA case studies. Can’t attend live? Register to get the replay: bit.ly/4rXiYby

Next week: The CRT + DAF briefing built for estate advisors. Join Ren for a 25-minute strategy session on post-OBBBA charitable structures. Presented by Jeff Christie, Charitable Trust Strategist at Ren. Register: bit.ly/4rXiYby #EstateAdvisors #CharitableStrategy

Your clients are still giving after OBBBA. The advisors who know how to talk about it will keep those relationships. The ones who don't risk losing them to whoever does: bit.ly/40sUKcZ

Estate advisors: the charitable deduction rules have changed. Join Ren’s Jeff Christie for a 25-minute practitioner briefing on CRT + DAF mechanics, CLT strategy, and real client scenarios. Register: bit.ly/4rXiYby #EstatePlanning #OBBBA

OBBBA raised the estate exemption but tightened charitable deduction rules. Join Ren’s Jeff Christie for a 25-minute practitioner session covering: • CRT + DAF mechanics • CLT integration • Two real case studies Register: bit.ly/4rXiYby

Complex assets don’t complicate charitable planning. Uncertainty does. Join us this Friday for a 25-minute live case lab with Cole Davidson, Complex Asset Specialist at Ren, and Tim Sylvester, Charitable Strategist at Ren. Register: bit.ly/4rxXx0k

When HNW clients hold complex or illiquid assets, charitable planning can feel harder to introduce. In this live case lab, we walk through one realistic scenario and the three decision moments advisors actually face. Register: bit.ly/4kOmp1i