RenInc

06/16/2026

Charitable planning moments aren't always obvious.

A client may not say, “I want to give.”

Instead, you might hear them say, “I need to get a handle on my taxes.”

That is the moment advisors can widen the conversation without making assumptions, jumping to solutions, or forcing giving into the discussion.

The full guide gives you three client scenarios and ready-to-use language for each.

Get the full guide: https://bit.ly/4vpcXWD

06/09/2026

Tomorrow at 2:00 PM ET.

When a client mentions they are holding equity in a company approaching a public offering, what do you say?

Most advisors know there is a charitable planning opportunity in that conversation. Very few have a framework for navigating it.

On June 11, Craig Buchanan, Complex Asset Strategist at Ren, and Jeff Christie, VP Client Advancement at Ren, walk through the three planning windows advisors should understand:

• Pre-IPO: Establish the structure
• During lockup: Lock in the charitable strategy
• Post-lockup: Contribute shares to the established structure

They’ll also cover how donor-advised funds and charitable trusts fit different client situations and the questions that help determine the right path. Register here: https://bit.ly/4fKM7Df

06/03/2026

When a client mentions they are holding equity in a company approaching a public offering, what do you say?

Most advisors know there is a charitable planning opportunity in that conversation. Very few have a clear framework for evaluating it.

On June 11, Craig Buchanan, Complex Asset Strategist at Ren, and Jeff Christie, VP Client Advancement at Ren, walk through the three planning windows advisors should understand, how DAFs and charitable trusts fit different client situations, and the key questions that shape the strategy.

Register here: https://bit.ly/4fKM7Df

05/28/2026

Several high-profile IPOs are on the horizon. For advisors with clients who hold pre-IPO equity, the charitable planning conversation should already be underway.

The window to establish the right structures is shorter than most advisors expect. Decisions made before a liquidity event look very different from decisions made after.

Join us on June 11 as Craig Buchanan and Jeff Christie walk through the planning framework advisors should understand before liquidity arrives.

Register here: https://bit.ly/49Uo556

05/20/2026

Tomorrow at 2:00 PM ET.

Cole Davidson and Jordan Richardson of Ren walk through how advisors evaluate concentrated and appreciated positions for charitable planning.

Asset by asset. Including when the strategy does not work.

Register: https://bit.ly/4tiCUFB

05/15/2026

Ren is hiring a temporary Client Account Representative for the summer.

This role is a strong fit for someone looking to build experience in client services, operations, financial services, or philanthropy, while working closely with advisors and client giving vehicles such as donor-advised funds and trusts.

The position focuses on:

• Client support and account servicing
• Transaction processing and reporting
• Cross-functional collaboration
• Operational and compliance support

If you know someone who is organized, detail-oriented, and interested in building experience in a client-focused financial environment, we’d love to connect.

Apply or share the role here: https://job-boards.greenhouse.io/renpsg/jobs/5213520008

Hudson, Ohio

05/14/2026

The difference between a missed opportunity and a strong recommendation often comes down to one decision.

Does this asset qualify for charitable planning or not?

Next week, Cole Davidson and Jordan Richardson walk through how advisors answer that question with confidence.

Register: https://bit.ly/4tiCUFB

05/13/2026

87% of clients want charitable planning advice. Only 6% feel they actually receive it.

That’s not a small gap. It’s a massive opportunity for advisors ready to lead bigger conversations.

This new paper from American Endowment Foundation dives into how advisors can move beyond transactional giving conversations and help clients connect wealth with purpose, legacy, and impact.

A smart read for advisors looking to deepen relationships, stand out, and bring more value to every client conversation.

Read it here: https://bit.ly/4u0AOuE

05/07/2026

Not every concentrated or appreciated position is a candidate for charitable planning.

The advisors who move with confidence evaluate three things quickly:
• Asset type
• Client intent
• Ex*****on capability

On May 21, Cole Davidson and Jordan Richardson of Ren walk through the decision framework.

30 minutes. Live Q&A.

Register:
https://bit.ly/4tiCUFB

05/01/2026

Your client holds a concentrated or appreciated position and has charitable intent.

You can see the opportunity. The question is what actually qualifies and what structure fits.

That answer changes by asset type.

• Public stock is often the cleanest path
• Private equity introduces timing and transfer constraints
• Real estate requires a longer planning window

Knowing the difference is where advisor value shows up.

Read how to evaluate it: https://bit.ly/3QEnSw9