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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

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.

CRT as the Beneficiary of an IRA

Thursday, February 10, 2022
Historical

Naming a CRT as an IRA beneficiary can provide an income stream for heirs, and may be one of the few ways to "stretch" the payout from an IRA over a beneficiary's life expectancy.

CRT Pays to Charity Now and Later

Thursday, February 3, 2022
Historical

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

Flexible FLIP Unitrust

Thursday, January 27, 2022
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 20, 2022
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 13, 2022
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 Tangible Personal Property/Retirement Income

Thursday, December 30, 2021
Historical

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

Making Grants to Foreign Charities

Thursday, December 23, 2021
Historical

A private foundation allows donors to contribute to foreign charities.

Making Gifts to a Brother

Thursday, December 16, 2021
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.

Naming a DAF as the Charitable Beneficiary of a CRT

Thursday, August 5, 2021
Historical

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

Net Investment Income Tax and CRTs

Thursday, April 29, 2021
Historical

A Donor contributes appreciated stock to a SCRUT to increase his future cash flow, further defer capital gain taxes, create an income tax deduction, and remove the stock from his taxable estate, but he is concerned about the impact the 3.8% net investment income tax ("NIIT") will have on him and the SCRUT.

Funding a CRT with Appreciated Assets from a CLT

Thursday, March 4, 2021
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.

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.

CRT as the Beneficiary of an IRA

Thursday, December 31, 2015

Naming a CRT as an IRA beneficiary can provide an income stream for heirs, reduce estate and income taxes, and make a gift to charity.