Consulting & Legal

If you or your organization are looking for answers to the myriad questions that can arise in designing and implementing a charitable plan, RenPSG’s Consulting Center of Excellence (CoE) is here to help.

The experienced team that makes up RenPSG’s renowned Consulting CoE are truly subject matter experts in the field of charitable giving. The team is staffed with lawyers, accountants, MBAs, and CFPs who are dedicated to the field of charitable giving. Access to the team is always a simple phone call away. Our consultants will work with donors, financial professionals and charitable institutions to help design and implement customized charitable plans. Our Consultants draw on an extensive inventory of intellectual property that has been developed and improved for more than 25 years.

Services provided by the team:

  • Complete philanthropic planning
  • Design and implementation of all gift types
  • Custom solutions for all types of gifts
  • Custom solutions using our proprietary illustration system
  • Analysis tailored to specific goals and objectives
  • Focus on achieving optimal tax savings, enhanced income by producing a current or deferred charitable benefit.
  • Education and Training using web conferences, conference calls and in-office presentations
  • Access to a library of marketing materials and intellectual property to educate, motivate and promote charitable planning tools

The team also works extensively with the following to provide input and to advocate for our clients:

  • Internal Revenue Service (IRS)
  • Respective State and Local Agencies
  • Association of Independent Certified Public Accountants (AICPA)

If you are looking for a trusted partner in gift design and implementation, call the RenPSG Consulting CoE at 800-843-0050, or via Email at consulting@reninc.com.