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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

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.

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.

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.

Extra Deductions with Contributions to a DAF

Monday, November 1, 2010
Historical

Contribution to a DAF saves income taxes and allows the donors to decide later on the amount they would like to give and which charities they would like to benefit.

Partnership Distributes Assets to Partners, Who Then Create CRTs

Monday, November 1, 2010
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.

Convenient Giving

Monday, November 1, 2010
Historical

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

All Cash Merger

Monday, November 1, 2010
Historical

By gifting stock to a charity in exchange for a CGA, taxpayers minimize the burden of paying capital gains tax, receive an immediate income tax charitable deduction, and provide for a lifetime income stream.

Sale of Farm Land

Monday, November 1, 2010
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.

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

Monday, November 1, 2010
Historical

Contributing stock to a CRT creates a level cash flow during donor's retirement.

CGA Increases Retirement Cash Flow

Monday, November 1, 2010
Historical

Contributing an appreciated asset to a CGA allows donors to benefit charity, defer capital gain taxes, and increase lifetime cash flow.

Incentive Stock Options and a Donor Advised Fund

Monday, November 1, 2010
Historical

Stock acquired through incentive stock options is contributed to a DAF, reducing capital gain taxes and fulfilling charitable intent.

CGA Increases Retirement Cash Flow

Monday, November 1, 2010
Historical

Donors use a charitable gift annuity ("CGA") to triple their retirement cash flow, receive a current income tax charitable deduction, spread out capital gain over several years, and make a gift to a college.

Charitable Remainder Annuity Trust

Monday, November 1, 2010
Historical

A donor funds a CRAT with appreciated stock to achieve an increased cash flow, defer capital gains taxes, diversify her assets, and obtain an income tax deduction. In addition, she is able to remove the stock from her gross estate for Federal estate tax purposes and make a substantial gift to charity.

Planning with QRP

Monday, November 1, 2010
Historical

By gifting qualified replacement property ("QRP") to a charity in exchange for a CGA, a donor is able to further defer capital gain taxes, increase her lifetime cash flow, create an income tax charitable deduction, and remove the QRP from her gross estate.

Increasing Lifetime Cash Flow

Monday, November 1, 2010
Historical

By transferring highly appreciated stock to a standard charitable remainder unitrust, which makes distributions to a donor advised fund, taxpayers are able to defer capital gains tax, make gifts to charities, increase their lifetime cash flow, and provide for their children.

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.

Avoiding Capital Gain Tax on Sale of QRP

Monday, November 1, 2010
Historical

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.

Using a Donor Advised Fund to Sell a Rental Home and Endow Charitable Gifts

Monday, November 1, 2010
Historical

A DAF allows a donor to avoid gain on the sale of an appreciated asset and to steward gifts to charity over time.

Keeping Her Options Open

Monday, November 1, 2010
Historical

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

QDOT-CRT Saves the Day

Monday, November 1, 2010
Historical

Adding QDOT provisions to a CRT allows a donor to benefit a non-citizen spouse without incurring immediate gift tax.

Leveraging Family Limited Partnership Discounts with Insurance

Monday, November 1, 2010
Historical

Utilizing life insurance and a CLAT allows donors to make substantial contributions to charity while leaving assets for their heirs.

Convenient Giving

Monday, November 1, 2010
Historical

A donor advised fund offers simplicity and flexibility in giving.