With three decades of experience providing philanthropic solutions, Ren gives attorneys, accountants, financial professionals, and other trusted advisors the expertise and resources necessary to help their clients undertake charitable giving that fulfills long-term financial and philanthropic goals.
Ren provides expertise and services to trusted advisors working to guide their clients into smart, impactful and tax-effective charitable giving strategies.
By serving as a one-stop shop for counsel and support on tax reporting, contribution processing, grant processing, trust administration, technology, and accounting, we support trusted advisors on all matters relating to:
One of Ren’s most popular services is the set up and management of donor-advised funds, which allow for the transfer of assets to a public charity for the purpose of charitable giving.
The nation’s fastest-growing giving strategy, donor-advised funds are ideal for charitably minded individuals who face capital gains taxes on appreciated assets or estate taxes and who want to involve family in philanthropy. Donor-advised funds contributions are made to the sponsoring charity who maintains the fund. Donors receive immediate charitable deductions and retain the opportunity to recommend the charities that receive grants.
Donor-advised funds help charitably minded individuals reduce taxes on their estates or on capital gains on appreciated assets.
Our per client solutions give financial professionals access to a wide range of charitable gift knowledge through our Ren Tools portal. Ren equips financial professionals to deliver advice to charitably minded clients, and supports financial institutions with trust administration, reporting, accounting, compliance, and client case consulting.
Donor-advised funds make it easy for donors to establish a legacy of giving. Heirs and loved ones can be part of the process of distributing grants to charity, and can even be named successor grant advisors, allowing the donor-advised fund and its charitable impact to last for generations.
Charitable Gift AnnuityA charitable gift annuity is a contract between a charity and a donor in which the donor irrevocably transfers assets to the charity in exchange for the payment of a fixed sum to the donor and/or beneficiaries for the lifetime(s) of up to two beneficiaries.
This is an effective solution for donors with appreciated assets they would like to move outside of their taxable holdings.
Charitable Lead TrustA charitable lead trust is an irrevocable agreement in which a donor transfers assets to a trust that creates an income or lead interest for a charity.
A charitable lead trust is a powerful charitable planning tool used to generate charitable deductions for income, gift, or estate taxes.
Charitable Remainder TrustA charitable remainder trust is a tax-exempt trust that can liquidate an asset to create two interests: income interest and remainder interest.
This approach is especially beneficial for charitably minded individuals who are subject to paying capital gains taxes on appreciated assets, whose estate is subject to estate taxes, and who need ongoing income.
Pooled Income FundA pooled income fund offers a great opportunity for individuals with philanthropic ambitions but modest amounts to contribute.
An irrevocable trust maintained by a public charity, a pooled income fund combines gifts from a number of donors, investing them together to generate funds for distribution to charitable organizations.
Pooled Special Needs TrustA pooled special needs trust generates funds for individuals with disabilities. Assets contributed by multiple donors are combined and invested together, with funds being spent on individual beneficiaries in proportion to their share of the total amount.
Private FoundationA private foundation is established as a tax-exempt entity that can receive contributions as a charitable organization under Section 501(c)(3) of the Internal Revenue Code.
A private foundation works well for donors who wish to receive a current income tax deduction, and who may wish to use the foundation as the charitable recipient of distributions from a charitable remainder trust or charitable lead trust.
Be the expert your clients need with free access to our extensive online knowledge base. With detailed information on donor options, gift calculators, explanations of tax implications, and more, Ren’s Education Center is trusted advisor’s go-to resource.
With more than 30 years of experience in charitable gift services, Ren supports charitable gift portfolios for over 140 institutions – including large and small nonprofit organizations, universities, community foundations, and financial firms – and provides the expertise trusted advisors need to deliver the best guidance possible to their clients.
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Let’s start a charitable conversation today.
8910 Purdue Road, Suite 500
Indianapolis, IN 46268
(317) 757-3453