Giving management made easy.
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.
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, DFX.
DFX 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:
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:
Working with RenPSG
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.
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.