You are Key!

Giving is an important part of your clients’ life. They find supporting worthy charities rewarding. The chance to change lives and build a better world is taken seriously. Your clients want to make a difference, both now and into the future.

There is every reason for your clients to benefit from your advice as an ACGFund Donor Account is created and funded. They will profit if you create a Financial Advisor’s login and enjoy a long-time relationship with ACGFund.

We can assist you and your clients’ philanthropic goals, and enrich your partnership with them in a two distinct ways.

Utilizing the ACGFund to create individual donor accounts as a part of their overall portfolio of services where you provide your expert guidance to maximize their personal goals. Both you and your customers have the option to plan and execute contributions and grants directly with the fund. We offer consolidated reporting for you to view all of your customers via one login at both aggregate and the account level.

Creating a branded program with the ACG fund as your dedicated donor advised platform. This opportunity allows easier marketing and growth of your overall financial planning and expertise practices. Your own product, managed under the framework of ACGFund.

So … if you are new to ACGFund, or already have a relationship you want to expand, please reach out directly to us at acgfund@reninc.com or call us at 877-236-2607 to start a rewarding relationship.

We welcome you to the family of ACGFund Financial Advisors!