How to Open a Northwestern Mutual Renaissance Charitable Donor-Advised Fund

• Review and provide NWM DAF Program Circular to your client.
• For all investment account documentation, Renaissance Charitable Foundation (RCF), not the donor, must be listed as the account owner.
• Your firm may require you to be licensed in Indiana to proceed. Check with your compliance department before getting started.

• Send the investment paperwork for e-signatures to the below recipients, ensure the areas that need signature are highlighted:
  • Jason R. Smoot-  JasonSmoot@rcgf.org | (234) 380-0174
  • Morgan C. Gill – MorganGill@rcgf.org | (234) 380-0475  
  • Corporate Secretary, if applicable: Cheryl L. Casey – CherylCasey@rcgf.org |  (234) 380-4409 

• Important Notes:  
  • Contact numbers listed for text confirmation of e-signatures ONLY 
  • Ensure investment paperwork is filled out with correct information before sending to avoid delays. 
  • If necessary, download RCF’s Articles of Incorporation,Corporate Resolution and other legal documents. 

Establish the RCF-owned investment account after signed paperwork is returned. 

Do NOT move forward to step 2 until the investment account is fully open with the account number and signed paperwork. 

You’ll need the primary financial advisor’s CRD number and the investment account number to complete this step.

• New Advisor start the application here
• Returning Advisor please log-in to your account and select ‘Add an Account’

Check your inbox for a DocuSign request from DAFappSupport@reninc.com with the Subject Line Sign Your DAF Application. The email goes to the primary advisor and donor(s) listed on the application only.

• New Advisors and Your Client: You and your client will receive a welcome email from do_not_reply@reninc.com containing a link to complete your credentials. Use it to log in and set your permanent credentials within 48 hours. If you or your client missed this window, go to northwesternmutual.donorfirstx.com, select Log In and then click Create or Reset Password.
• Existing Advisor: You will find the new account under Account Listing in the Donor Portal.

Note: The account will have $0 balance until the next step is complete, please wait to recommend a grant until the balance appears.

• Ensure the newly established investment account is added to the RCF Pershing data feed under prefix TU5. 
• Do NOT move forward to step 7 until the funding is complete.  

• Once the investment account is funded, please submit the proof of funding in the Donor Portal via the account details page.  
• You will need to upload either a screenshot of the account activity/transactions OR an account statement PDF that shows the below.  Summary and positions screenshots are not accepted. 
  • Investment Account number  
  • Asset Type  
  • Number of shares / cash amount  
  • Asset Name  
  • Date of initial funding 
• If you made multiple contributions to meet the minimum initial balance, your screenshot must capture all of them. 

Once Ren does a final review, the account will be placed in grant ready status

Please Note: Once your grant has been submitted and passed vetting, an invoice will be available in the Donor Portal under DAF Insights, where you will find instructions on how to fund your grant.