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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 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

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.

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.

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.

Restricted Fund Fights Illiteracy

Monday, November 1, 2010
Historical

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Sale of a Vacation Home

Monday, November 1, 2010
Historical

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

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.

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.

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.