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 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 and strategic planned giving. Get expert tips daily on our social channels, LinkedIn, X, and Facebook. Visit reninc.com or email us at [email protected] 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.

Ver todos los episodios