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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

DAF as Beneficiary of an IRA

Thursday, August 4, 2022
Historical

IRAs are "toxic" assets in the sense that they are taxable as ordinary income to one's heirs for federal and state income tax purposes. If other assets are available, give the IRA to charity and the other assets, which typically are not taxable, to beneficiaries.

Sale of Farm Land

Thursday, July 28, 2022
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 21, 2022
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 14, 2022
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 7, 2022
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, June 30, 2022
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 23, 2022
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.

Convenient Giving

Thursday, June 16, 2022
Historical

Naming a DAF as the remainder beneficiary of a CRT gives the donor flexibility.

Sale of a Business

Thursday, June 9, 2022
Historical

This case study illustrates the use of a CRT to defer gain on the sale of a closely held business, with the CRT remainder passing to a DAF.

No Tax on Sale of Real Estate

Thursday, June 2, 2022
Historical

By contributing a partial interest in appreciated rental real estate to a charitable remainder trust and then selling the balance of the property outside of the CRT, the donors increase their income stream for retirement and generate an income tax deduction to offset capital gains taxes on the sale portion. When doing charitable tax planning, remember that it is not an "all or nothing" choice!

Planning Opportunities with Real Estate

Thursday, May 26, 2022
Historical

By contributing appreciated real estate to a Charitable Remainder Unitrust, a Donor can reduce her capital gain tax liability, avoid estate taxes, receive an income tax deduction, obtain a lifetime cash flow, and create a lasting legacy for a charity in her hometown.

Increasing Cash Flow through a CRT

Thursday, May 19, 2022
Historical

A gift to a CRT creates greater long-term cash flow than an outright sale.

Private Foundation Grant to Donor-Advised Fund

Thursday, May 12, 2022
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.

Combining a Special Needs Trust with a Charitable Remainder Trust

Thursday, May 5, 2022
Historical

Contributing stock to a CRT, which pours into a Special Needs Trust, enables the donors to care for their child, avoid capital gains tax, and give to charity.

Super CLAT Reduces Income and Estate Taxes

Thursday, April 28, 2022
Historical

The Grantor CLAT offers a large income tax deduction in the year of the gift, which can be carried over for five years. For high net worth individuals, it is also a wonderful vehicle for estate planning. For all donors, this vehicle provides current funding for charity!

Keeping Her Options Open

Thursday, April 21, 2022
Historical

A DAF allows a donor to have flexibility in her charitable giving.

Three-Way Split Sale

Thursday, April 14, 2022
Historical

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

Donor Advised Fund Avoids Capital Gain and Endows Charitable Giving

Thursday, April 7, 2022
Historical

Donors use a DAF to avoid capital gain on the sale of an asset, reduce income tax, and endow their charitable giving.

Business Succession Plan Uses CRT and ESOP

Thursday, March 31, 2022
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 24, 2022
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 17, 2022
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 10, 2022
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.

Sale of a Corporation Through a CRT

Thursday, March 3, 2022
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!

DAF Sells Corporate Stock to Donor's Son

Thursday, February 24, 2022
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 17, 2022
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.