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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

Life Insurance Policy Plants Trees

Monday, November 1, 2010
Historical

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

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.

DAF as Beneficiary of an IRA

Monday, November 1, 2010
Historical

If other assets are available to fund non-charitable bequests, giving an IRA to charity avoids income tax to beneficiaries.

NIMCRUT Invests in a Variable Annuity

Monday, November 1, 2010
Historical

By transferring highly appreciated assets to a NIMCRUT, which sells these assets and reinvests primarily in variable annuities, taxpayers are able to increase their lifetime cash flow while postponing the distributions of income until it is actually needed. The taxpayers can also receive a currrent income tax deduction for the present value of the remainder interest, defer capital gains tax, and make gifts to charities.

Using a CGA to Increase Income

Monday, November 1, 2010
Historical

Donor contributes appreciated stock to a CGA to reduce capital gain taxes, diversify her portfolio, increase her lifetime cash flow, and shift investment risk, while leaving money to a charity.

Zero Estate Tax Planning using a CLAT

Monday, November 1, 2010
Historical

Donors establish a charitable lead annuity trust to reduce gift and estate taxes, provide substantial benefits to their children, and support local charities during their lifetimes.

CRT Helps Company Be A Good Citizen

Monday, November 1, 2010
Historical

This case study illustrates the contribution by a corporation of unused property to a term of years charitable remainder trust, deferring recognition of gain on the sale and affording the corporation a charitable contributions deduction.

Avoiding Capital Gain Tax on Sale of QRP

Monday, November 1, 2010
Historical

The taxpayers can avoid gain when liquidating securities arising from a sale to ESOP by using a CRT.

Sale of Farm Equipment

Monday, November 1, 2010
Historical

A CRT defers taxes upon the sale of farm equipment and provides cash flow to donors.

Funding a Scholarship Program

Monday, November 1, 2010
Historical

Scholarship fund allows donor to remain involved in charitable legacy.

Increasing Lifetime Cash Flow

Monday, November 1, 2010
Historical

SCRUT provides a regular cash flow during the donors' lives.

Using a CGA to Increase Cash Flow

Monday, November 1, 2010
Historical

CGA provides a deduction upon contribution, followed by regular cash flow.

Donor-Advised Fund Avoids Capital Gain on QRP and Endows Charitable Giving

Monday, November 1, 2010
Historical

By gifting qualified replacement property to a DAF, a Donor is able to free up income, receive an immediate income tax deduction, and provide annual gifts to her favorite charity.

Making Gifts to a Life Partner

Monday, November 1, 2010
Historical

CGA provides a charitable income tax deduction to the donor and an income stream to donor's partner.

Using a CRAT to Increase Cash Flow

Monday, November 1, 2010
Historical

With interest rates low and equity markets unpredictable, a CRAT can provide a level cash flow, together with a charitable deduction.

Using a CGA to Increase Income

Monday, November 1, 2010
Historical

A CGA provides regular cash flow to donors.

All Cash Merger

Monday, November 1, 2010
Historical

A Flip CRUT may be useful for assets that will not be sold immediately.

New Life for an Old Life Insurance Policy (Part III)

Monday, November 1, 2010
Historical

Donors' gift of an insurance policy allows them 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 in their son's name to support children's charities.

DAF as the Beneficiary of an IRA

Monday, November 1, 2010
Historical

Giving an IRA to a DAF can reduce income and estate taxes.

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.

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.

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.