Renaissance
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CharitablePlanning.com Author

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
Keeping the Full Value of Securities’ Net Unrealized Appreciation at Work
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Contributing stock to a CRT creates a level cash flow during donor's retirement.
CGA Increases Retirement Cash Flow
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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
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Stock acquired through incentive stock options is contributed to a DAF, reducing capital gain taxes and fulfilling charitable intent.
CGA Increases Retirement Cash Flow
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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
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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.
Combining Charitable and Special Needs Planning
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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.
Extra Deductions with Contributions to a DAF-
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.