Turn Your IPO Windfall Into Decades of Giving, Without the Capital Gains
The months around an IPO are the single best window in your financial life to give well. Gift shares directly and the gain is never realized.
$200B+
charitable assets supported by Ren
50%+
U.S. DAF assets using Ren technology
40+
years serving philanthropists
135,000
charities supported
See What Your Shares Are Really Worth When You Give
| Approach | Tax impact | What reaches your causes |
|---|---|---|
| Sell shares, then donate cash | Capital gains tax comes out first | ~$364,000 |
| Gift shares directly to a Ren-powered DAF | No capital gains tax, full value transfers | $500,000, plus a full fair-market-value deduction |
That's $136,000 more to the causes you care about.
Actual results depend on your tax situation, state of residence, and timing. Ren does not provide legal or tax advice — consult your advisor.
How It Works
- Open the charitable fund. Set up in days, not weeks, your DAF is ready to receive shares the moment your lockup window opens. No minimum payout, no foundation paperwork.
- Contribute shares directly. When shares come off restriction, gift them straight to the fund. Avoid capital gains entirely and lock in a full fair-market-value deduction this tax year.
- Grant on your timeline. Recommend grants this year, next year, or over decades. The tax benefit is already locked in and the giving is yours to direct, at your pace.
DAF Benefits
Capital-gains mitigation
Avoid capital gains tax on your appreciated shares by contributing them directly, rather than selling first.
An immediate charitable deduction
Claim a deduction in the year you contribute, the same year your shares would otherwise trigger a taxable event.
Diversify without triggering the gain
Move out of a concentrated position without the tax cost of selling it outright.
Flexible long-term planning
Give now, decide later: direct grants over years or decades, on your own schedule.
Multi-generational legacy
Build a philanthropic legacy that can extend across generations.
Potential income for you or your family
For donors who want ongoing income alongside their giving, a Charitable Remainder Trust can be paired with this strategy
Need an Income? Consider a Charitable Remainder Trust.
A CRT lets you keep an income stream while committing the remainder to charity. You stay in control of the strategy, Ren’s platform supports every IRC compliance requirement behind a CRT, including trust accounting, K-1s, and valuations, across every state.
Give Now. Decide Later.
You don’t need to know exactly which causes you’ll fund. You need one decision that buys you time: opening the vehicle that holds your gift while you figure out the rest.
The earlier you open the conversation, the more your gift can do but later still beats not at all.
Ready When You Are
For 40+ years, Ren has helped people minimize capital gains and build a lasting philanthropic legacy. When founders first learn about charitable funds, the reaction is usually the same: this sounds too good to be true. It isn’t.
