Shows
Ren's Philanthropic InsightsS1, E5: The power of cross-collaboration for financial advisorsThis is the last of five episodes in the first Philanthropic Insights series. This series offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact. In our fifth episode, Kim Ledger and planned giving expert Kyle Christopherson, MBA, CFP, head of Strategic Growth Services at Ren talk about how and why financial advisors can collaborate with other professional advisors to make a powerful charitable planning team for their clients. Thanks for listening! Sign up for our monthly newsletter to make sure you don’t miss the...
2024-03-0713 min
Ren's Philanthropic InsightsS1, E4: How to know when a DAF is right for your clientsThis is the fourth of five episodes in the first series of Philanthropic Insights that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact. In our fourth episode, Kim Ledger and planned giving expert Kyle Christopherson, MBA, CFP, head of Strategic Growth Services at Ren discuss the key information and benefits that indicate when a donor-advised fund is the right giving vehicle for your clients. Thanks for listening! Sign up for our monthly newsletter to make sure you don’t miss the latest tips and i...
2024-02-2213 min
Ren's Philanthropic InsightsS1, E3: How to talk to clients about charitable givingThis is the third of five episodes in the first series of Philanthropic Insights that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact. In our third episode, Kim Ledger and planned giving expert Kyle Christopherson, MBA, CFP, head of Strategic Growth Services at Ren share why charitable conversations are vital for financial advisors and exactly how to get the conversation started with clients. Thanks for listening! Sign up for our monthly newsletter to make sure you don’t miss the latest tips and information about smart...
2024-02-0814 min
Ren's Philanthropic InsightsS1, E2: A complete guide to donor-advised fundsThis is the second of five episodes in our Philanthropic Insights series that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact. In our second episode, Kim Ledger continues the conversation with fellow planned giving expert Kyle Christopherson, MBA, CFP, head of Strategic Growth Services at Ren to offer financial advisors a complete guide with everything they need to know about donor-advised funds (DAFs). Thanks for listening! Sign up for our monthly newsletter to make sure you don’t miss the latest tips and info...
2024-01-2518 min
Ren's Philanthropic InsightsS1, E1: Intro to using DAFs for planned givingThis is the first of five episodes in our Philanthropic Insights series that offers advisors an intro to planned giving and dives into how to leverage donor-advised funds for long-term impact. In our first episode, Kim Ledger brings on fellow planned giving expert Kyle Christopherson, MBA, CFP, head of Strategic Growth Services at Ren to discuss the basics of planned giving, why philanthropy is essential to every advisor’s practice and how to most effectively use giving vehicles such as donor-advised funds. Thanks for listening! Sign up for our monthly newsletter to make sure...
2024-01-1114 min