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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

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.

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.

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.

Increasing Lifetime Cash Flow with Annual Contributions to a CRT

Monday, November 1, 2010
Historical

By gradually transferring highly appreciated stock to a SCRUT, with the remainder passing to a DAF, a taxpayer is able to increase his lifetime cash flow, defer capital gains tax, receive an income tax deduction, make gifts to charities, and remove the stock from his estate.

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.

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.

Incentive Stock Options

Monday, November 1, 2010
Historical

A donor with a concentrated position in low-basis stock can diversify and defer capital gains taxes by contributing the stock to a CRT.

Scholarship Program through a Private Foundation

Monday, November 1, 2010
Historical

A company in the community is able to provide college scholarships to local students through a private foundation.

CLT as a Powerful Estate Planning Tool

Monday, November 1, 2010
Historical

Donors choose a testamentary charitable lead annuity trusts as a vehilce to reduce estate taxes, preserve a portion of their children's inheritance for their children's retirement years, and provide support for charitable organizations in their community.

Flexible FLIP Unitrust

Monday, November 1, 2010
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.

Using a Deferred CGA to Increase Income

Monday, November 1, 2010
Historical

By using a Deferred Charitable Gift Annuity, the Donor is able to defer capital gain taxes, diversify her portfolio, and increase her lifetime cash flow for retirement. The Donor also shifts investment risk to the charity while creating a legacy to support causes that are meaningful to her.

Increasing Lifetime Cash Flow For a Life Partner

Monday, November 1, 2010
Historical

By transferring highly appreciated stock to a SCRUT, with the remainder passing to a DAF upon the death of the last surviving partner, a taxpayer is able to increase the lifetime cash flow for himself and his life partner, defer capital gains tax, and make gifts to charities.

Increasing Future Cash Flow

Monday, November 1, 2010
Historical

Donors establish a deferred charitable gift annuity in order to reduce capital gain taxes, diversify their portfolio, and receive an increased, level, and dependable lifetime cash flow. The donors also shift investment risk to the charity, while supporting charitable causes that are meaningful to them.

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.

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!