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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

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.

CRT as the Beneficiary of an IRA

Thursday, December 10, 2015

Naming a CRT as an IRA beneficiary can benefit a third person and prevent an improvident use of IRA proceeds.

No Tax on Sale of Real Estate

Thursday, December 3, 2015

When trying to use a charitable remainder trust to sell an asset, remember that it is not an "all or nothing" choice. Here, the donors decide to liquidate a property, but to defer only a portion of the gain using the CRT.

CRT as the Beneficiary of an IRA

Thursday, November 19, 2015

Naming a CRT as an IRA beneficiary can reduce income and estate taxes, while benefiting a third person.

Sale of Commercial Property

Thursday, November 5, 2015

Donors fund a charitable remainder trust with highly appreciated commercial real estate to reduce their capital gain tax liability, avoid estate taxes, obtain an income tax deduction, receive cash flow for life, and create a lasting legacy to benefit the residents in their hometown.

Increasing Lifetime Cash Flow with Annual Contributions to a CRT

Thursday, November 5, 2015

Donor contributes appreciated stock to a SCRUT to increase her future cash flow, further defer capital gain taxes, create an income tax deduction, and remove the stock from her taxable estate.

Using a CRT to Fund a Capital Campaign Contribution

Thursday, November 5, 2015

This case study illustrates the use of a CRT to make a charitable gift, while diversifying an investment portfolio, deferring gains, and increasing cash flow.

Benefitting Someone Other than the Donor or Spouse

Thursday, November 5, 2015

Donor transfers stock portfolio to a SCRUT, which will provide cash flow for the donor as well as her sibling if she survives the donor.

Avoiding Capital Gain Tax on Sale of QRP

Thursday, November 5, 2015

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.

Keeping the Full Value of Securities' Net Unrealized Appreciation at Work

Thursday, November 5, 2015

A CRT allows diversification of assets and deferral of gain for company stock distributed from a profit sharing plan.

Retiring Now while Deferring the Starting Date for Retirement Payouts

Thursday, November 5, 2015

Donors contribute appreciated stock to a charitable remainder annuity trust to reduce capital gain taxes, create an income tax deduction, increase their cash flow, and make gifts to their favorite charities.

No Tax on Sale of Real Estate

Thursday, November 5, 2015

By contributing a partial interest in appreciated rental real estate to a charity and then selling the balance of the property, donors increase their income stream for retirement and generate an income tax deduction to offset the capital gains tax on the sale.

Funding a Charitable Pledge using a CLT

Monday, November 1, 2010
Historical

A grantor CLAT can allow for a gift to charity with principal reverting to grantors.

Donor Advised Fund Avoids Capital Gain on QRP and Endows Charitable Giving

Monday, November 1, 2010
Historical

Contributing qualified replacement property to a DAF is a tax-efficient way to benefit charity.

CGA Increases Retirement Cash Flow

Monday, November 1, 2010
Historical

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.

Zero Estate Tax Planning using a CLAT

Monday, November 1, 2010
Historical

Donors establish a charitable lead annuity trust to reduce gift and estate taxes, provide substantial benefits to their children, and support local charities during their lifetimes.

Donor Advised Fund Avoids Capital Gain on QRP and Endows Charitable Giving

Monday, November 1, 2010
Historical

Contributing QRP to a DAF can avoid capital gain taxes.

Combining a Charitable Remainder Trust and Special Needs Trust

Monday, November 1, 2010
Historical

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

Monday, November 1, 2010
Historical

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.

Tax-Efficient NIMCRUT

Monday, November 1, 2010
Historical

The NIMCRUT allows the donors to defer taxes from sale of real property, to defer receiving cash flow until later years when most needed, and to make a substantial gift to charity.

New Life for an Old Life Insurance Policy (Part I)

Monday, November 1, 2010
Historical

By funding a charitable remainder annuity trust ("CRAT") with a life insurance policy, Donors are able to avoid income tax on the surrender of the policy, obtain a current income tax charitable deduction, increase their retirement cash flow, and create a lasting legacy to fight cancer in their son's name.

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!

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.

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.

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.