Easily expand and manage your charitable gift services.

Our mission at Ren is to amplify charitable giving in a significant and meaningful manner through trusted partnerships. We seek to enable financial organizations to deliver a higher level of service to their charitable-minded clients and to have more new asset opportunities by providing sophisticated charitable gift strategies to prospective clients.

Charitable Remainder Trust

Your one-stop shop for charitable gift services.

Ren delivers planned-giving administrative services tailored to meet your needs. We are a one-stop shop for any financial services organization that provides charitable gift instruments and planned giving advice to wealthy investors.

We do this by providing our expertise on tax reporting, contribution processing, grant processing, trust administration, technology, and accounting work necessary for lorem ipsum dolor.

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Expertise For Financial Institutions

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

Discover Other Vehicles For Giving

Discover Other Vehicles For Giving

Discover Other Vehicles For Giving

We partner with financial services organizations by offering the following solutions.

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Our per client solutions give financial professionals access to our breadth of charitable gift knowledge through our Ren Tools portal. This will give them a higher level of competency and the tools to deliver advice to their clients with charitable intentions. We provide: trust administration, reporting, accounting, compliance, and client case consulting.

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Discover Other Vehicles For Giving

We partner with financial services organizations by offering the following solutions.

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Dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.

Our per client solutions give financial professionals access to our breadth of charitable gift knowledge through our Ren Tools portal. This will give them a higher level of competency and the tools to deliver advice to their clients with charitable intentions. We provide: trust administration, reporting, accounting, compliance, and client case consulting.

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Access Our Online Knowledge Base

We are happy to give you free access to our extensive online knowledge base. Click on the options below to learn more about these giving vehicles. 

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Charitable Gift Annuity

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Charitable Lead Trust

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Charitable Remainder Trust

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Donor-Advised Fund

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Pooled Income Fund

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Pooled Special Needs Trust

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Private Foundation

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.

At Ren, 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.

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  • 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

“Ren 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 Ren 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.”

The Twains

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Donor-Advised Fund

One our most popular services for individuals is the setup and management of a Donor-Advised Fund (DAF). A Donor-Advised Fund is a charitable giving vehicle administered by a public charity that manages assets for individuals or organizations.

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.

Donor-Advised Funds are the fastest growing Charitable Gift Strategy for investors – out pacing Private Foundations by 3 to 1.

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Technology

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

Learn more
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Consulting & Legal

If you or your organization are looking for answers to the myriad of questions that can arise in designing and implementing a charitable plan, Ren’s Consulting Center of Excellence (CoE) is here to help.

The experienced team that makes up Ren’s renowned Consulting CoE are truly subject matter experts in the field of charitable giving. The team is staffed with lawyers, accountants, MBAs, and CFPs who are dedicated to the field of charitable giving. Access to the team is always a simple phone call away. Our consultants will work with donors, financial professionals and charitable institutions to help design and implement customized charitable plans. Our Consultants draw on an extensive inventory of intellectual property that has been developed and improved for more than 25 years.

Learn More About Our Consulting & Legal Services

Helpful Tools & Calculators

The Ren Education Center gives you access to information and tools that include explanations of gift types, giving illustrations, and calculators. Learn more below.

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Understanding Gift Types

Learn more about charitable giving options, such as donor-advised funds or charitable trusts. Learn More

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Tools & Calculators

Take our Find Your Fit Questionnaire or use our securities donations calculator or gift calculator. Learn More

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Facts & Information

Learn about IRS rates and transferring trusts, and get answers to frequently asked questions. Learn More

Helpful Tools & Calculators

Quick Guide

Determine which charitable gift will deliver the results and impact your donor wants. Fill out our Find Your Fit Questionnaire to be pointed in the right direction.

Learn more

Gift Calculator

This calculator determines the charitable deduction for any of the following gift types: Charitable Gift Annuity, Charitable Remainder Trust, Pooled Income Fund and Charitable Lead Trust.

Learn more

Securities Donation Calculator

Appreciated securities are one of the best assets to donate to your Donor-Advised Fund, often reducing your tax bill and increasing the dollars available to support the charities you care about.

Learn more

Illustration Requests

Our consulting team will create a simple, custom illustration for a CRT, CLT, CGA, DAF or PIF. Learn more about what this illustration demonstrates and how to request one here.

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Important Facts & Information

IRS Rates

IRC Section 7520 dictates the discount rate used for calculating the charitable deduction for all “split interest” charitable gifts. Learn more.

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IRS Rates

IRC Section 7520 dictates the discount rate used for calculating the charitable deduction for all “split interest” charitable gifts. Learn more.

Learn more

IRS Rates

IRC Section 7520 dictates the discount rate used for calculating the charitable deduction for all “split interest” charitable gifts. Learn more.

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Our Executive Team

With varied careers that range from entrepreneurs to corporate experience at American Funds, The United States Air Force, Jackson National Life Insurance, Key Bank, Accenture, KPMG, Merrill, and more, our executive team blends their knowledge and talent to lead Ren toward a bright future.

Joe Fisher

President & CEO

A Silicon Valley native with more than 25 years of experience scaling high-growth enterprise software companies, President and CEO Joe Fisher ensures that Ren has the vision and resources necessary to serve clients’ needs.

Greg Baker

JD, ChFC, CFP, CAP
Executive Vice President

Chief Financial Officer Andy Barton puts more than a quarter century of experience to work directing Ren’s high-level financial operations and ensuring the firm is financially positioned to grow and serve its clients’ needs.

$16.6B

of charitable gifts supported

380k

individual grants processed

$3B

in total grant value

Integration Partners

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Technology

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

Learn more
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