• S2, E1: Unlocking charitable opportunities with complex assets

  • Mar 11 2024
  • Duración: 17 m
  • Podcast

S2, E1: Unlocking charitable opportunities with complex assets

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  • Resumen

  • 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, Kim Ledger brings on a fellow specialist on complex assets, Katie Collin. Complex Gift and Grant Director here at Ren to discuss how advisors can unlock charitable opportunities with complex assets.

    Thanks for listening! Sign up for our monthly newsletter to make sure you don’t miss the latest tips and information about smart and strategic planned giving.

    Get expert tips daily on our social channels, LinkedIn, X, and Facebook.

    Visit reninc.com or email us at consulting@reninc.com to learn more about Ren and how we might be able to help with your philanthropic program needs or to share questions or topics about planned giving you want us to talk about.


    Until next time, keep giving wisely.
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