Forms
All you need to do is complete the information on the forms, then provide us with some additional information.
Below are the necessary forms and information needed to transfer one or more trusts. You’ll soon receive the benefit of having your trusts administered by the nation’s oldest and largest independent third-party charitable trust administrator; and, you can immediately draw on our years of experience navigating the tax and reporting requirements necessary for consistent accurate trust administration.
All you need to do is complete the information on the forms, then provide us with some additional information.
For a reminder of what to include with your application, Click here for a Trust Transmittal Checklist, or call one of our consultants at Ren, 800.843.0050, and to jump-start the process of moving your trust to Ren. If we can help answer any questions, contact us.
If you’d like to continue to explore charitable giving options before you contact us, visit our Education Center. You will find information about giving vehicles, helpful calculators, important FAQs, and more.
8910 Purdue Road, Suite 500
Indianapolis, IN 46268
(317) 757-3453
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