With his 25 years of experience in trust, tax and philanthropic financial planning, Greg Baker works directly with clients' attorneys, other advisors and Renaissance staff regarding interpretations of federal and state laws applicable to charitable gifts. He has consulted on over 19,000 charitable remainder trusts, over 800 charitable lead trusts, numerous private foundations, supporting organizations, donor-advised funds and charitable gift annuities.
Greg is in his second tenure with Renaissance. Prior to re-joining Renaissance in 2002, Greg was Vice President, Manager of Charitable Account Services in Princeton, N.J. for Merrill Lynch Trust Company and the Merrill Lynch Center for Philanthropy & Nonprofit Management. As Merrill's Charitable Fiduciary Risk Manager, Greg identified and managed account compliance projects for over $4 billion in planned gift instruments under management.
Greg was the Senior Staff Attorney with Renaissance Inc. for seven years before joining Merrill Lynch.
Greg is widely sought as a speaker on the local, state and national levels most notably as an 8-time speaker at the National Conference on Philanthropic Planning and as a panelist on a webinar for the Hudson Institute. He has published work in Planned Giving Today and the Estate Planning newsletter of the Society of Financial Service Professionals, to name a few.
A past President and current Board Member of the Planned Giving Group of Indiana, Advisory Board member for the CAP program at the American College, member of the Indiana Bar, the Indiana State Bar Association, the Partnership for Philanthropic Planning and the Financial Planning Association, Greg is very active in the charitable planned gift community.
Greg received his undergraduate degree from Wabash College and his juris doctorate from Indiana University.