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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

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

Monday, November 1, 2010
Historical

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

Sale of Tangible Personal Property/Retirement Income

Monday, November 1, 2010
Historical

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

Avoiding Capital Gain Tax on Sale of QRP

Monday, November 1, 2010
Historical

This case study illustrates the use of a CRT to defer gain on the sale of qualified replacement property acquired with proceeds of an employee stock ownership plan.

Using a NIMCRUT

Monday, November 1, 2010
Historical

This case study illustrates the use of a net income charitable remainder unitrust with makeup provisions as a vehicle for reinvesting in a portfolio, which is structured for growth rather than current income.

CGA as the Beneficiary of an IRA

Monday, November 1, 2010
Historical

This case study illustrates how a charitable gift annuity can prevent the improvident use of IRA proceeds.

Private Foundation Grant to Donor-Advised Fund

Monday, November 1, 2010
Historical

This case study illustrates how a private non-operating foundation can make a distribution to a donor advised fund to meet the minimum distribution requirement, while deferring a decision on the ultimate charitable distributees.

Donor Advised Fund Lets Couple See Charitable Benefits During Lifetime

Monday, November 1, 2010
Historical

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

Making Gifts to a Brother

Monday, November 1, 2010
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.

Planning with QRP

Monday, November 1, 2010
Historical

By gifting QRP to a charity in exchange for a CGA, a taxpayer is able to minimize capital gains taxes, create a dependable lifetime income stream, and give to charity.

Zero Estate Tax Planning using a CLAT

Monday, November 1, 2010
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.

Funding a Scholarship Program through a Scholarship Fund

Monday, November 1, 2010
Historical

A community foundation or similar umbrella organization can be used to create a donor advised scholarship fund.

All Cash Merger

Monday, November 1, 2010
Historical

Husband and wife use a charitable gift annuity to defer gain on the sale of stock in a merger transaction, and promote their favorite charity at the same time!

Combining Charitable and Special Needs Planning

Wednesday, June 16, 2010

This article explores the use of a charitable remainder trust in conjunction with a special needs trust to provide for a client's long term care.