Ren's Philanthropic Insights

Ren's Philanthropic Insights

A podcast made to help financial advisors make the most of their client’s charitable giving.

Episodes

March 11, 2024 16 mins

This is the first of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series we will discuss the various areas of complex assets such as real estate, business interest, passion assets, alternative investments, and qualified appraisals – and we will bring in top experts in these fields. 

 

In our first episode,...

Mark as Played

This is the second of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series we will discuss the various areas of complex assets such as real estate, business interest, passion assets, alternative investments, and qualified appraisals – and we will bring in top experts in these fields. 

 In this episode, Bru...

Mark as Played

This is the third of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series, we will discuss the various areas of complex assets such as real estate, business interest, passion assets, alternative investments, and qualified appraisals – and we will bring in top experts in these fields. 

Kim is joined by her ...

Mark as Played

This is the fourth of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series, we will discuss the various areas of complex assets such as real estate, business interest, passion assets, alternative investments, and qualified appraisals – and we will bring in top experts in these fields. 

In this episode, Col...

Mark as Played

This is the fifth of six episodes in our second Philanthropic Insights series that offers advisors everything they need to know about making the most with gifts of complex assets. Throughout this series, we will discuss the various areas of complex assets such as real estate, business interest, passion assets, alternative investments, and qualified appraisals – and we will bring in top experts in these fields. 

 In this episode, Kat...

Mark as Played

This is the final episode in this second series of Philanthropic Insights making the most with gifts of complex assets. Throughout this series, we discussed the various areas of complex assets such as real estate, business interest, passion assets, alternative investments, and qualified appraisals – and brought in top experts in these fields. 

In this episode we talk about qualified appraisals with some of our friends from Scalar, S...

Mark as Played

This 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...

Mark as Played

This 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...

Mark as Played

This 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 convers...

Mark as Played

This 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 ...

Mark as Played

This 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 practic...

Mark as Played

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