How to Open an Ameriprise Renaissance Charitable Donor-Advised Fund

• Provide your client with the RCF DAF Program Circular.
• For all investment account documentation, Renaissance Charitable Foundation (RCF), not the donor, must be listed as the account owner.
• Ameriprise advisors need to be licensed in the state of Indiana to open a new RCF account at Ameriprise.

• Open AdvisorCompass and locate the DAF Reference, aka ASK 1982, by typing the following:
  • “Donor Advised Funds” or “1982” into the Search Bar.
• Links are also found on the Mutual Funds Overview Product Page
• Please also feel free to contact the Ameriprise Service & Operations New Business Team at (800) 297-6663 and say “New Business.”

Do NOT move forward to step 2 until the investment account is fully open with the account number and signed paperwork.

You’ll need the primary financial advisor’s CRD number and the investment account number to complete this step.

• New Advisor start the application here
• Returning Advisor please log-in to your account and select ‘Add an Account’

Check your inbox for a DocuSign request from DAFappSupport@reninc.com with the Subject Line Sign Your DAF Application. The email goes to the primary advisor and donor(s) listed on the application only.

• New Advisors and Your Client: You and your client will receive a welcome email from do_not_reply@reninc.com containing a link to complete your credentials. Use it to log in and set your permanent credentials within 48 hours. If you or your client missed this window, go to ampf.donorfirstx.com, select Log In and then click Create or Reset Password.
• Existing Advisor: You will find the new account under Account Listing in the Donor Portal.

Note: The account will have $0 balance until the next step is complete, please wait to recommend a grant until the balance appears.

Once the investment account is funded, please send the below information to ampf@reninc.com with Subject Line: Proof of Funding [Account Name].

• Body of the Email:
  • Donor Name
  • DAF Account Code (in the Subject Line of the Docusign Request)
• Screenshot of the investment account or statement that includes:
  • Investment Account number
  • Asset Type
  • Number of shares / cash amount
  • Asset Name
  • Date of initial funding

Ren will review and post the contribution to the account.

Once Ren does a final review, the account will be placed in grant ready status

Please Note: Once your grant has been submitted and passed vetting, an invoice will be available in the Donor Portal under DAF Insights, where you will find instructions on how to fund your grant.

• The Ameriprise operations team performs a monthly process to add the name of the donor to the Ameriprise account. Example:
  • Renaissance Charitable Foundation, Inc.
  • Donor Al & Alice Anderson
• Donors obtain their RCF DAF Balance and submit grants via their RCF on-line portal. RCF sends quarterly statements to the donor. The RCF DAF account does not appear on the donor’s Ameriprise statement.
• Ameriprise sends a nightly data feed to Ren to update donor account balances reflected in the RCF on-line portal.
• Ameriprise advisors conduct the managed account annual review with Renaissance Charitable Foundation. Contact the Ameriprise dedicated RCF Client Services team via phone or email to schedule the review with a Renaissance authorized person.