Why choose Ren + Renaissance Charitable?

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Freedom to choose

Keep your clients investments custodied wherever they are – no restrictions.

Accessible for all asset levels

SMAs start with a low $5K minimum initial contribution.

Invest in a variety of asssets

Include alternatives, real estate, and other complex options.

Hold concentrated positions

Customize portfolios to fit your clients’ goals.

Industry-leading technology

Powered by Ren’s platform, which facilitated 1.7M grants in 2023, making grant recommendations simple.

Quick and easy donor-advised fund setup

As a trusted advisor, you empower clients to make a meaningful impact through charitable giving. Renaissance Charitable Foundation (RCF) offers unparalleled flexibility and expertise, enhancing your services and supporting your clients’ philanthropic goals.

RCF provides unmatched flexibility, allowing clients to hold alternative investments with 20% liquidity, manage concentrated positions, and securely handle cryptocurrencies. Our independence gives you more over investments, including versatile account options. We support alternative asset contributions with no fees, unrestricted grants, and low minimum balances. Our exceptional support and dedicated team ensure you and your clients navigate charitable giving with confidence, creating lasting legacies.

Setting up and managing a new donor-advised fund (DAF) through RCF is quick and easy.

Follow the steps below to get started:

  1. Complete the RCF DAF Application and the Investment Policy Statement and submit.
  2. Open the RCF owned investment account.
    New Investment account paperwork is sent to Ren for signatures. (Generally returned within 2-4 business days)
  3. Fund the investment account or transfer an existing DAF. Advisor will email proof of the transaction to Renaissance via a screenshot of the account that includes the following:
  • Investment Account number
  • Date and detail of the initial contribution (activity line showing date, type, amount/# of shares, etc.)

Additional resources

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.

RCF Officer Information for e-signature requests:

Since its founding in 2000, Renaissance Charitable Foundation, Inc. (RCF) has served as an independent public charity under Section 50l(c)(3) of the Internal Revenue Code, dedicated to helping individuals reach their philanthropic goals while maximizing the impact of their giving. RCF partners exclusively with Ren, leveraging Ren’s expertise to handle all administrative, accounting, and consulting needs for RCF’s Donor-Advised Funds (DAFs). As a charity, RCF provides the legal framework needed for tax-deductible contributions while partnering exclusively with Ren to deliver seamless administration, expert support, and a user-friendly giving platform.

Why integrate charitable giving into your practice?