Education Center

Ren’s team of charitable consultants includes tax attorneys, accountants, MBAs, Certified Financial Planners, and other professionals who collaborate to assist donors, financial professionals, and charitable institutions with philanthropic planning. 

In addition, we provide on-demand tools and education that give you the confidence to start a charitable conversation. Adaptable to a wide range of industries and organizations, these tools help you whether you’re a financial professional working on behalf of a client, an individual wanting to learn more about your best option, or a nonprofit professional seeking the best ways to serve donors and your mission. 

Tools & Calculators

Find Your Fit Questionnaire

Need assistance determining which charitable approach will deliver the desired results and impact? Fill out our Find Your Fit Questionnaire to get started in the right direction.

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Gift Calculator

Use this calculator to determine the charitable deduction for charitable gift annuities, charitable remainder trusts, pooled income funds, and charitable lead trusts.

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Securities Donation Calculator

Donating appreciated securities can often reduce your tax bill and increase the dollars available for supporting your charities of choice. Our calculator can help you understand the impact it can have for you.

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Illustration Requests

Our consulting team creates a simple, custom illustration for a wide range of charitable giving approaches. Learn what the illustration can demonstrate and how to request one.

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Important Facts & Information

IRS Rates

IRC Section 7520 dictates the discount rate used to calculate the charitable deduction for all "split interest" charitable gifts.

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FAQs about Charitable Remainder Trusts

Get answers to commonly asked questions about charitable remainder trusts and charitable remainder unitrusts.

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Transferring Trusts

Transferring a charitable trust to Ren is easy. Learn about the necessary forms and information needed to transfer one or more trusts.

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Understanding Gift Types

These quick overviews of giving options will help you understand how each one works and shed some light on which offers the greatest benefit for you.

Learn about charitable gift annuities, charitable remainder trusts, charitable lead trusts, donor-advised funds, private foundations, pooled income funds, and pooled special needs trusts.

Learn More About Gift Types