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.
Using a Donor Advised Fund to Sell a Rental Home and Endow Charitable Gifts
Donors use a DAF to avoid capital gain on the sale of a rental home, claim a significant income tax deduction, and endow their charitable giving.
Donor Advised Fund Avoids Capital Gain on QRP and Endows Charitable Giving
CGA Increases Retirement Cash Flow
Donors contribute an appreciated mutual fund to a Charitable Gift Annuity to increase their lifetime cash flow, minimize capital gains taxes, and provide a gift to charity.
Combining a Charitable Remainder Trust and Special Needs Trust
By transferring highly appreciated stock to a CRT, which makes distributions to a Special Needs Trust, taxpayers are able to defer capital gains tax, make gifts to charities, and provide for their child.
Using a FLIP Unitrust to Diversify
Donors make a gift of highly appreciated stock to a Flip Charitable Remainder Unitrust to eliminate capital gain taxes on the sale of the stock, create an income tax charitable deduction, increase their net cash flow for retirement, and make a large gift to their favorite charity.
Planning with QRP
A CGA provides an even cash flow to the donor, while deferring capital gain taxes on the sale of QDP stock.
Combining Charitable and Special Needs Planning
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.
Using a CGA to Increase Income
By cashing in CDs at maturity and contributing the cash in exchange for a CGA, a donor is able to increase lifetime cash flow and benefit charity.