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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

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.

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.

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.

Combining Charitable and Special Needs Planning

Wednesday, June 16, 2010

This article explores the use of a charitable remainder trust in conjunction with a special needs trust to provide for a client's long term care.