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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

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.

All Cash Merger

Thursday, November 18, 2021
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 11, 2021
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 28, 2021
Historical

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

LLC Owned by a Flip-CRUT

Thursday, October 21, 2021
Historical

By transferring highly appreciated stock to a Flip-CRUT, which creates a single-member LLC to hold the stock and other investments, taxpayers can control the Flip-CRUT's income flow, defer capital gains tax, and make gifts to charities.

Donor Advised Fund Lets Couple See Charitable Benefits During Lifetime

Thursday, October 14, 2021
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 7, 2021
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 30, 2021
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 23, 2021
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 16, 2021
Historical

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

Selling Section 1250 Real Property in a CRT

Thursday, September 9, 2021
Historical

This case study illustrates the use of a CRT to defer gain on the sale of depreciated rental property.

Using a FLIP Unitrust to Diversify

Thursday, August 26, 2021
Historical

A Flip CRUT allows the donor to diversify assets, avoid capital gains tax, and defer the income stream.

Sale of a Second Home

Thursday, August 19, 2021
Historical

The contribution of an appreciated home to a NIMCRUT creates a charitable deduction and an income stream upon sale.

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.

Sale of Farm Land

Thursday, July 29, 2021
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 22, 2021
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 15, 2021
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 8, 2021
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.

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.

Increasing Lifetime Cash Flow with Annual Contributions to a CRT

Thursday, December 24, 2015

A donor gradually contributes appreciated stock to a SCRUT to defer capital gains tax, receive an income tax deduction, remove the stock from her estate, increase her future cash flow, and most importantly make a charitable gift.