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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

Three-Way Split Sale

Thursday, April 11, 2024
Historical

Selling some stock, while contributing other stock to two different types of CRTs, meets the taxpayers' philanthropic and financial goals.

Business Succession Plan Uses CRT and ESOP

Thursday, March 28, 2024
Historical

An entrepreneur uses a CRT and ESOP to transfer his business to employees, give to charity, and retain a lifetime income stream.

Providing Cash Flow for a Non-Citizen Spouse

Thursday, March 21, 2024
Historical

By transferring highly appreciated stock to a QDOT-CRT, a taxpayer is able to provide for his non-U.S. citizen spouse, avoid gift taxes, minimize capital gain and income taxes, diversify his portfolio, and give to charity.

Giving Pre-Merger Stock to a CRT

Thursday, March 14, 2024
Historical

Contributing stock to a SCRUT prior to a merger saves donors immediate capital gain taxes, and provides for charity down the road.

Creative Planning to Give an Unmarketable Asset

Thursday, March 7, 2024
Historical

By contributing closely held stock to a CRT, the donor is able to complete a gift to charity, avoid recognition of gain on the gifted assets, and obtain an immediate income tax deduction, while eliminating the need for the charity to deal with and negotiate the stock sale.

Funding a CRT with Appreciated Assets from a CLT

Thursday, February 29, 2024
Historical

In this case study, donors fund a charitable remainder unitrust with a portion of the remainder they receive from a testamentary charitable lead annuity trust.

DAF Sells Corporate Stock to Donor's Son

Thursday, February 22, 2024
Highlights Historical

Intra-family transfer of closely held stock through donor advised fund avoids recognition of gain.

Using a CRT to Settle a Divorce

Thursday, February 15, 2024
Historical

A taxpayer uses a CRT to provide an income stream to a spouse as part of a divorce settlement, avoids capital gains tax, receives an income tax deduction, and controls the disposition of assets to the charity of his choice.

CRT Pays to Charity Now and Later

Thursday, February 1, 2024
Historical

Donors transfer mutual funds to a CRT, making significant gifts to charity now and later.

Flexible FLIP Unitrust

Thursday, January 25, 2024
Historical

Donors contribute "hard-to-sell" real estate to a FLIP Unitrust to avoid capital gain taxes on the sale, obtain a current income tax charitable deduction, minimize income for several years, and retain the flexibility to create a steady stream of income during retirement.

New Life for an Old Insurance Policy (Part II)

Thursday, January 18, 2024
Historical

Donors transfer a life insurance policy to a charitable remainder unitrust and avoid income tax on the surrender of the policy. They are also able to obtain a current income tax charitable deduction, increase their retirement cash flow, and create a lasting legacy to support the treatment of brain tumors.

Funding a Section 529 Plan

Thursday, January 11, 2024
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 4, 2024
Historical

A flip CRUT accommodates a delayed sale of contributed assets and provides benefits to donors and charity. Using a "charitable put" may be one option to consider!

Sale of Tangible Personal Property/Retirement Income

Thursday, December 28, 2023
Historical

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

Making Grants to Foreign Charities

Thursday, December 21, 2023
Historical

A private foundation allows donors to contribute to foreign charities.

Making Gifts to a Brother

Thursday, December 14, 2023
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, November 30, 2023
Historical

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

All Cash Merger

Thursday, November 16, 2023
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 9, 2023
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 26, 2023
Historical

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

Donor Advised Fund Lets Couple See Charitable Benefits During Lifetime

Thursday, October 12, 2023
Historical

This case study illustrates how a couple can use a donor advised fund to "test drive" a substantial gift to multiple charities.

Partnership Distributes Assets to Partners, Who Then Create CRTs

Thursday, October 5, 2023
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, September 28, 2023
Historical

A donor contributes a portion of her real estate holdings to a DAF, creating current tax deductions and providing a source of funds for her charities in years to come.

Using an LLC as a Double Discounting Tool with a CLAT

Thursday, September 21, 2023
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 14, 2023
Historical

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