A podcast made to help financial advisors make the most of their client’s charitable giving.
…
continue reading
1
Impact Series: Inspiring impact with philanthropist Mitzi Perdue, Part 1
15:25
15:25
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
15:25
Welcome to Ren’s Philanthropic Insights, hosted by Kim Ledger, Ren’s SVP of Complex Assets, and co-host Sarah Rhodes, Ren’s Family Office Charitable Services Director. In this special Impact Series episode, we feature Mitzi Perdue, an anti-human trafficking advocate, former rice farmer, and past president of American Agri-Women. Join us as we explo…
…
continue reading
1
Impact Series: Inspiring impact with philanthropist Mitzi Perdue, Part 2
29:43
29:43
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
29:43
In Part 2 of our conversation with Mitzi Perdue, we dive deeper into her strategies for impactful giving and the motivations behind her generosity. Hosted by Kim Ledger and Sarah Rhodes, this episode continues to uncover the art of philanthropy through Mitzi's remarkable journey and contributions. Don't miss this inspiring and informative discussio…
…
continue reading
1
S2, E1: Unlocking charitable opportunities with complex assets
16:30
16:30
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
16:30
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 …
…
continue reading
1
S2, E2: Donating complex assets: Real estate
24:08
24:08
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
24:08
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…
…
continue reading
1
S2, E3: Donating complex assets: Business interests
22:41
22:41
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
22:41
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…
…
continue reading
1
S2, E4: Donating complex assets: Passion assets
24:09
24:09
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
24:09
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 qualifie…
…
continue reading
1
S2, E5: Donating complex assets: Alternative investments
23:07
23:07
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
23:07
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…
…
continue reading
1
S2, E6: Donating complex assets: Qualified appraisals
23:17
23:17
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
23:17
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 th…
…
continue reading
1
S1, E5: The power of cross-collaboration for financial advisors
13:46
13:46
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
13:46
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 ho…
…
continue reading
1
S1, E4: How to know when a DAF is right for your clients
13:53
13:53
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
13:53
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…
…
continue reading
1
S1, E3: How to talk to clients about charitable giving
14:12
14:12
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
14:12
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 charita…
…
continue reading
1
S1, E2: A complete guide to donor-advised funds
18:28
18:28
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
18:28
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 Servi…
…
continue reading
1
S1, E1: Intro to using DAFs for planned giving
14:33
14:33
เล่นในภายหลัง
เล่นในภายหลัง
ลิสต์
ถูกใจ
ที่ถูกใจแล้ว
14:33
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 th…
…
continue reading