Ren's Philanthropic Insights

Hosted by Kim Ledger

Business Investing

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Episodes

Latest episode

Jul 2024

Language

EN-US

About the show

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

Listen to episodes

13 recent

July 31, 2024Episode 229 min

Impact Series: Inspiring impact with philanthropist Mitzi Perdue, Part 2

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 discussion. Be sure to check out Part 1 of this episode to learn more about Mitzi Perdue and her inspiring philanthropic story! 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.

July 31, 2024Episode 115 min

Impact Series: Inspiring impact with philanthropist Mitzi Perdue, Part 1

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 explore her insights on impactful philanthropy and hear about one of the most exciting donations our team has worked on. Be sure to check out Part 2 of this episode to dive deeper into Mitzi’s inspiring philanthropic journey!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.

March 11, 2024Episode 623 min

S2, E6: Donating complex assets: Qualified appraisals

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, Steve Lindsley and Matt Fix. 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.

March 11, 2024Episode 523 min

S2, E5: Donating complex assets: Alternative investments

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, Katie and Kim talk in-depth about alternative investments. 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.

March 11, 2024Episode 424 min

S2, E4: Donating complex assets: Passion assets

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, Colleen Boyle, Managing Director at The Fine Art Group, shares insights on passion assets. Colleen shares 20+ years of expertise in art and finance. As a Chartered Advisor in Philanthropy, she guides clients on passion asset donations, offering insights into art valuation, legal analysis, and strategic monetization for charitable causes.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.

March 11, 2024Episode 322 min

S2, E3: Donating complex assets: Business interests

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 co-host and fellow expert on complex assets, Katie Collin, Complex Gift and Grant Director at Ren, and in this episode, they discuss gifts of business interest.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.

March 11, 2024Episode 224 min

S2, E2: Donating complex assets: Real estate

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, Bruce Geiss, COO of Realty Gift Fund, explores real estate donations. With 32 years of partnership and four decades each in real estate, Bruce and Jay Grab founded Realty Gift Fund, America's top provider of real estate gifts for nonprofits. 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.

March 11, 2024Episode 116 min

S2, E1: Unlocking charitable opportunities with complex assets

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.

March 7, 2024Episode 513 min

S1, E5: The power of cross-collaboration for financial advisors

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 a powerful charitable planning team for their 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 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.

February 22, 2024Episode 413 min

S1, E4: How to know when a DAF is right for your clients

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 vehicle for your 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 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.