AMPF DAF Setup Steps

Establishing your Donor-Advised Fund

Setting up and managing a new donor-advised fund (DAF) through the Renaissance Charitable Foundation (RCF) is quick and easy. Follow the steps below to get started.

Creating the DAF

Direct any questions tied to the steps below to the AMPF Client Services team. They can be contacted via phone: (800) 281-4311, or email: [email protected]. Per our agreement with Ameriprise Financial, a signed application is not required. You are welcome to save the completed application for your records

  1. Provide your client with the AMPF program circular and enter the DAF application online at https://ampf.donorfirstx.com.
  2. Open a new Ameriprise investment account in the name of Renaissance Charitable Foundation Inc. non-profit with an approved separately managed solution.
      1. For any questions on how to complete the investment account set up, please reference your internal AMPF site “aka ASK1982” by typing into the Advisor Compass Search Bar: “Donor Advised Funds,” then “1982.”
      2. Links are also found on the Mutual Funds Overview Product Page 

Next Steps

  1. The Advisor works with their client to fund the newly created Ameriprise investment account. When the investment account has been funded, the Advisor must send confirmation of funding to [email protected]This should include the following:
      1. Full Ameriprise Investment account number
      2. Donor or DAF account name
      3. Date of initial contribution
      4. Details of the initial contribution (cash/securities, etc.)
      5. Current balance of the investment account
  2. Ren credits the contribution to the account and moves the account into a grant-ready status. Log-in credentials are e-mailed to the donor(s) when the account is established. The DAF account can be accessed at https://ampf.donorfirstx.com.

Instructions for navigating the platform can be found here. The process is complete!

 

Important Notes

  1. RCF is the owner of the investment account for all intents and purposes. The donor information should not be included on the investment account unless they’ve requested view-only access.
  2. The Advisor may need to be licensed in the state of Indiana to open the new account. Check with your firm’s compliance department for their requirements.
  3. Click here for frequently asked questions of RCF DAFs.


Note: Investment paperwork may be sent to officers for e-signature:

Contact number listed for text confirmation of e-signature requests only.

Gregory W. Baker – [email protected] | 317-501-3133

Alyssa J. Rysdyk – [email protected] | 616-828-3377

If you have any questions regarding your fund establishment or there are special steps required for your donated assets, contact us at [email protected] and we will guide you through the process.