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Biography

Headquartered in Indianapolis, Renaissance Administration LLC (Renaissance) is the largest independent charitable gift services provider in North America. Renaissance currently supports nearly $6 billion of charitable planned gift assets under administration and 21,000 gift instruments. Our team has over 680 years of charitable gift experience and is focused on each individual client to provide impeccable service, a commitment to excellence, and continuous innovation. We have been serving institutions, financial professionals, and individual donors for over 27 years.

Commentary

Funding a Section 529 Plan

Thursday, January 14, 2021
Historical

By contributing low-yielding appreciated stock to a CRT, donors are able to fund their grandchildren's Section 529 plans, give to charity, avoid capital gains tax, and generate additional retirement income.

Sale of a Corporation Through a CRT

Thursday, January 7, 2021
Historical

A flip CRUT accommodates a delayed sale of contributed assets and provides benefits to donors and charity.

Sale of Tangible Personal Property/Retirement Income

Thursday, December 31, 2020
Historical

A NIMCRUT allows the donor to contribute valuable antiques to charity.

Making Grants to Foreign Charities

Thursday, December 24, 2020
Historical

A private foundation allows donors to contribute to foreign charities.

Making Gifts to a Brother

Thursday, December 17, 2020
Historical

This case study illustrates how a donor can use a gift annuity to provide a fixed income stream to a relative for life while at the same time reducing taxes and benefiting charity.

Sale of Farm Equipment

Thursday, December 3, 2020
Historical

A CRT defers taxes upon the sale of farm equipment and provides cash flow to donors.

All Cash Merger

Thursday, November 19, 2020
Historical

Contributing stock to a Flip Unitrust prior to a merger saves donors immediate capital gain taxes, provides an income tax charitable deduction, and increases future retirement income.

Increasing Lifetime Cash Flow with Annual Contributions to a CRT

Thursday, November 12, 2020
Historical

A Flip-CRUT allows the donor to remove the stock from her taxable estate, create an income tax deduction, and increase her future cash flow.

Incentive Stock Options

Thursday, October 29, 2020
Historical

Contributing low basis stock from an incentive stock option plan to a charitable remainder trust defers recognition of capital gain.

LLC Owned by a Flip-CRUT

Thursday, October 22, 2020
Historical

By transferring highly appreciated stock to a Flip-CRUT, which creates a single member LLC to hold the stock and other investments, taxpayers can control the Flip-CRUT's income flow, defer capital gains tax, and make gifts to charities.

Donor Advised Fund Lets Couple See Charitable Benefits During Lifetime

Thursday, October 15, 2020
Historical

This case study illustrates the use of a donor advised fund to enable a donor to "test drive" a substantial gift to multiple charities.

Partnership Distributes Assets to Partners, Who Then Create CRTs

Thursday, October 8, 2020
Historical

Donors use a CRT to defer gain on the sale of real estate, obtain an income flow for their joint lives, and benefit charity.

Planning for Gifts of Mortgaged Real Estate

Thursday, October 1, 2020
Historical

Contribution of a portion of donor's real estate holding to a DAF creates tax deductions and allows grants to charities over time.

Using an LLC as a Double Discounting Tool with a CLAT

Thursday, September 24, 2020
Historical

A gift of LLC units allows the donors to take advantage of valuation discounts while giving to charity and their heirs.

Income Averaging Using a Grantor CLAT

Thursday, September 17, 2020
Historical

A large charitable deduction in the year of contribution to a grantor CLAT helps reduce the grantor's income taxes.

Selling Section 1250 Real Property in a CRT

Thursday, September 10, 2020
Historical

This case study illustrates the use of a CRT to defer gain on the sale of depreciated rental property.

Using a FLIP Unitrust to Diversify

Thursday, August 27, 2020

A Flip CRUT allows the donor to diversify assets, avoid capital gains tax, and defer the income stream.

Sale of a Second Home

Thursday, August 20, 2020
Historical

The contribution of an appreciated home to a NIMCRUT creates a charitable deduction and an income stream upon sale.

Naming a DAF as the Charitable Beneficiary of a CRT

Thursday, August 6, 2020
Historical

Designating a donor advised fund as the remainderman of a CRT maximizes flexibility.

Sale of Farm Land

Thursday, July 30, 2020
Historical

A CRT can defer taxes on the sale of farm land, while providing a charitable income tax deduction and, most importantly, a gift to charity.

Using a Donor Advised Fund to Sell a Rental Home and Endow Charitable Gifts

Thursday, July 23, 2020
Historical

A DAF allows a donor to avoid gain on the sale of an appreciated asset and to steward gifts to charity over time.

Stock Redeemed From a CRT

Thursday, July 16, 2020
Historical

A charitable remainder trust defers taxes upon the redemption of stock, assists in the gradual phase-out of stockholders, and allows for gifts to charity.

Maintaining Full Value of Securities' Net Unrealized Appreciation

Thursday, July 9, 2020
Historical

Donor places company stock from a qualified profit sharing plan into a CRT to defer gain, obtain a tax deduction, receive a lifetime cash flow, and create a charitable legacy.

Increasing Lifetime Cash Flow

Thursday, July 2, 2020
Historical

A SCRUT can increase the donors' cash flow, defer their capital gain taxes, and provide the desired benefit to charity.

Zero Estate Tax Planning using a CLAT

Thursday, June 25, 2020
Historical

Using a charitable lead annuity trust, donors can transfer significant assets to charities and heirs, and in doing so can "zero out" gift and estate taxes.