Gift-giving made easy.
where your money is going, and find a long-term, charitable solution for you.
Create a lasting legacy through long-term charitable giving solutions.
At RenPSG, we provide the knowledge, support, management, and services you need to create a lasting legacy for your family and your community while reducing your tax burden.
We are able to setup many types of charitable options and then manage them, as well as take over management of your existing giving options.
One our most popular services for individuals is the setup and management of a Donor-Advised Fund (DAF).
Donor-Advised Funds are ideal for anyone who is subject to paying capital gains taxes on appreciated assets, whose estate is subject to taxes, who wants to benefit charity, and who wants to involve their family in philanthropy.
A DAF is very similar to a health savings account. Money is deposited into an account that can grow in value but instead of using the dollars to pay for health expenses, funds deposited into a DAF are granted out to charities. Donors make gifts directly to a sponsoring charity that maintains their DAF account, receive an immediate charitable deduction for their donations and then recommend the charities they want to receive grants.
Donor-Advised Funds are the fastest growing Charitable Gift Strategy for investors – out pacing Private Foundations by 3 to 1.
Discover the 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.
More Charitable Giving Options
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.
Guiding You Through Charitable Giving
Discover which charitable giving option is right for you by taking our Find Your Fit Questionnaire. This questionnaire can recommend a giving option based on your answers.
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.