Giving management made easy.

At RenPSG, we handle the administration of your nonprofit’s gifts
so that you can focus your time your organization’s mission.

Direct More Funds to Your Charity

We’re here to provide consulting and support to non-profit professionals to encourage tax efficient philanthropy and promote cost-saving efficiencies so more funds are directed to charity.

We are able to setup many types of giving vehicles and then manage them, as well as take over management of your existing vehicles.

  • Donor-Advised Funds
  • Charitable Gift Annuity
  • Charitable Lead Trust
  • Charitable Remainder Trust
  • Pooled Income Fund
  • Pooled Special Needs Trust
  • Private Foundation
  • Endowments
  • Scholarship Funds

Donor-Advised Funds

One our most popular services for charities is the setup and management of a Donor-Advised Fund.

Donor-Advised Funds are the fastest growing Charitable Gift Strategy for investors – out pacing Private Foundations by 3 to 1. A Donor-Advised Fund is a charitable giving vehicle administered by a public charity that manages charitable assets for individuals or organizations.

benefits of Donor-Advised Funds.

Using a DAF to avoid capital gains taxes and receive an immediate income strategy can assist donors in achieving various tax reduction goals.

A donor can recommend their financial advisor to manage the assets of their DAF account in a wide range of investment options.

DAFs are a wonderful tool for use in establishing 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 to allow the DAF to last beyond a single lifetime and for generations to come.

Discover Other Vehicles For Giving

A Charitable Gift Annuity is a contract between a charity and a donor that, in exchange for an irrevocable transfer of assets to the charity, the charity will pay a fixed sum to the donor and/or beneficiaries designated by the donor for the lifetime(s) of up to two beneficiaries.

A Charitable Gift Annuity can be a great solution for donors who have appreciated assets they would like to move outside of their taxable holdings.

A Charitable Lead Trust (CLT) 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 an income tax charitable deduction or a gift or estate tax charitable deduction. 

A Charitable Remainder Trust (CRT) is a tax-exempt trust that can liquidate an asset to create two interests: Income Interest, and Remainder Interest.

Anyone who is subject to paying capital gains taxes on appreciated assets, whose estate is subject to estate taxes, would like to benefit charity, and has a need for income is a candidate to benefit greatly from a CRT.

A Pooled Income Fund (PIF) is an irrevocable trust maintained by a “public charity.” Gifts from all donors are combined for investment purposes.

A Pooled Income Fund may be the right tool for donors who have a desire to benefit charity, but may only have a modest investment to contribute.

A pooled special needs trust is set up to efficiently administer a special needs trust on behalf of individual beneficiaries with disabilities. These assets are combined and invested together; funds are spent on beneficiaries in proportion to their share of the total amount.

A Private Foundation is established as a tax-exempt entity that can receive contributions as a charitable organization qualified 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.

The Next-Generation of Philanthropic Management

When you work with us to setup and manage the administration of your gifts, you gain access to the next-generation of philanthropic management, DonorFirstX.

DonorFirstX is a dynamic, mobile-responsive, cloud-based planned giving account management platform that provides a secure, configurable and socially powerful interface for donors and program staff.

This cloud-based planned giving account management platform brings your giving to life with its many features and benefits, such as:

  • Custom Branding / Sub-Branding
  • Custom Configuration
  • Conveniently Manage Grants and Contributions
  • Secure Credit Card Processing
  • Responsive to Any Device / Anywhere
  • Scalable to Your Organizational Needs
  • Integrates Social Media / ESG Investing

At RenPSG, we can provide you with just the software for you to manage yourself, and we also have services that allow our team to do all of the management inside DFX.

A Full Service Solution

Your nonprofit is unique, which is why we offer holistic, tailor-made solutions. Some of the benefits of working with us include access to:

  • A Branded Website for Donor Access
  • An Executive Dashboard for Institutional View
  • Customized Reporting
  • Custody & Investment Neutral
  • Educational Webinars Available for Staff or Clients
  • Ability to Accept Specialty Assets
  • Sponsoring Charity Available
  • Impeccable Client Service
  • Marketing Assistance to Grow Your Program

Working with RenPSG

RenPSG is a true partner in every way. They ‘walk the talk’ and respond to and anticipate our organization’s needs. With the implementation of the RenPSG CoE, our processes have been streamlined and our efficiency and effectiveness has increased. Donors are thrilled to have access to their records at their will and we, as an organization have been able to focus on our core competencies.

Charitable gift services aren't just a line of business, for RenPSG, it is our only business.

With over 30 years of experience in charitable gift services, RenPSG currently supports charitable gift portfolios for over 110 institutions that include large nonprofit organizations, financial firms, universities, community foundations and other nonprofits.

$ 1
Billion 0f charitable gifts supported
70000
Grant payments totaling
$ 0
billion in 2018
1 %
growth on average in additional annual contributions

WE’RE READY TO SUPPORT YOU AND YOUR DONORS.

Contact us today!

Let us show you why we’ve been the leader in charitable giving solutions for more than 30 years.

Still exploring your options?

If you’d like to keep learning about giving options before contacting us, we encourage you to look through our education center. The RenPSG Education Center provides information about different giving vehicles, helpful calculators and a questionnaire, important FAQs and more.