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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

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!

Corporation Creates a Donor-Advised Fund

Monday, November 1, 2010
Historical

Donor advised fund allows corporation to make flexible contributions to charities.

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.

LLC Owned by a Flip-CRUT

Monday, November 1, 2010
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.

Using a CGA to Increase Income

Monday, November 1, 2010
Historical

Donor creates a charitable gift annuity to eliminate capital gain taxes on the sale of appreciated stock, diversify her portfolio, and increase her lifetime income. Donor also shifts the investment risk to the charity, while supporting charitable causes that are meaningful to her.

Stock Redeemed From a CRT

Monday, November 1, 2010
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.

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.

DAF Sells Corporate Stock to Donor's Son

Monday, November 1, 2010
Historical

Intra-family transfer of closely held stock through donor advised fund avoids recognition of gain.

Sale of a Second Home

Monday, November 1, 2010
Historical

Contribution of an appreciated home to a NIMCRUT creates a charitable deduction and an income stream.

Income Averaging Using a Grantor CLAT

Monday, November 1, 2010
Historical

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

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.

Zero Estate Tax Planning using a CLAT

Monday, November 1, 2010
Historical

Using a charitable lead annuity trust, donors can transfer significant assets to charities and heirs, and in doing so can "zero out" gift and estate taxes.

Donor Advised Fund Lets Couple See Charitable Benefits During Lifetime

Monday, November 1, 2010
Historical

This case study illustrates the use of a donor advised fund to enable a donor to "test drive" a substantial gift to charities.

Sale of Tangible Personal Property/Retirement Income

Monday, November 1, 2010
Historical

A NIMCRUT allows the donor to contribute valuable antiques to charity.

Super CLAT Reduces Income and Estate Taxes

Monday, November 1, 2010
Historical

The Grantor CLAT offers a large income tax deduction in the year of the gift.

Restricted Fund Fights Illiteracy

Monday, November 1, 2010
Historical

Gift of life insurance followed by premium gifts creates large contribution to charitable causes.

Using a NIMCRUT

Monday, November 1, 2010
Historical

A NIMCRUT can be used as a tool for long-term planning, but be flexible enough to change investment strategies on an ongoing basis.