sign in
Forgot your password?
Want more? Register today for a trial. 7-day trial

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

Real Estate Sale Pays for Retirement (and Long Term Care Insurance, Too)

Monday, November 1, 2010
Historical

A CRUT provides cash flow to meet donors' expenses during retirement, while also benefiting charity.

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.

Sale of a Partnership Interest through a CRT

Monday, November 1, 2010
Historical

CRT can be a tax-efficient way to dispose of partnership interest while making a charitable gift.

Using an LLC as a Double Discounting Tool with a CLAT

Monday, November 1, 2010
Historical

A gift of LLC units allows the donors to take advantage of valuation discounts, while giving to charity and their heirs.

Planning with QRP

Monday, November 1, 2010
Historical

A CGA provides an even cash flow to the donor, while deferring capital gain taxes on the sale of QDP stock.

Sale of a Vacation Home

Monday, November 1, 2010
Historical

A NIMCRUT shelters gain upon the sale of a highly appreciated vacation home.

Partnership Creates a CRT

Monday, November 1, 2010
Historical

A partnership contributes appreciated real estate to a 20-year CRT to defer taxation of the gain on the sale of the property, receiving current income tax deductions and a unitrust income interest for the CRT term, while removing assets from each partner's taxable estate.

Sale of Publicly Traded Stock

Monday, November 1, 2010
Historical

Donor funds a Charitable Gift Annuity and a Deferred Charitable Gift Annuity with appreciated stock to secure his current and future income, obtain a current income tax deduction, and make a gift to charity.

Using a CGA to Increase Income

Monday, November 1, 2010
Historical

By cashing in CDs at maturity and contributing the cash in exchange for a CGA, a donor is able to increase lifetime cash flow and benefit charity.

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

Monday, November 1, 2010
Historical

Donors use a DAF to avoid capital gain on the sale of a rental home, claim a significant income tax deduction, and endow their charitable giving.

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.

Sale of Business/Deferred Income

Monday, November 1, 2010
Historical

By establishing a NIMCRUT, a donor is able to give to charity, avoid capital gains on the sale of his business, and provide for retirement income.

Life Insurance Policy Plants Trees

Monday, November 1, 2010
Historical

Donation of life insurance policy to charity yields income tax savings to donors.

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.

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.

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.

All Cash Merger

Monday, November 1, 2010
Historical

Contributing stock to a CRT prior to a merger saves immediate capital gain taxes, and provides the donors with a vehicle for their philanthropy.