Why UBS Advisors Choose Renaissance Charitable

Ways to Open a DAF

• Freedom to choose: Investment flexibility, including brokerage, advisory, and alternatives.
• Accessible for all asset levels: SMAs start with a low $20K minimum initial contribution.
• Contribute a variety of assets: Contribute alternatives, business interests, real estate, and other complex options.
• Hold concentrated positions: Customize portfolios to fit your clients’ goals.
• Industry-leading technology: Advisors can act on behalf of donors directly in-platform—tracking activity, recommending grants, and viewing a consolidated dashboard of all your client accounts.

Set up and manage a new donor-advised fund in three easy steps:

STEP 1: Complete the DAF application and email it UBS@reninc.com.

STEP 2: Enter the Account Closing Grant with the Following Details:

• Set up the new UBS investment account using the Renaissance client id 8400011600.
• Make the initial contribution into the new investment account.
• Email confirmation of funding to ubs@reninc.com with the following information:
  • Donor name
  • Investment account number
  • Asset name
  • Cash amount/number of shares
  • Date of initial funding

NOTE: Funding is controlled by the advisor. Timing varies. This step is necessary to move the process forward and match the account on the data feed.

STEP 3: Receive credentials

Once account is funded, you will receive email with the login credentials to the UBS DAF platform.

How to Transfer an Existing DAF

• STEP 1: Complete the DAF application and email it UBS@reninc.com.
• STEP 2: Set up and send the new UBS investment account number using the Renaissance client id 8400011600.
• STEP 3: Grant the funds to RCF providing the below information and contact the current provider to close the existing account:
  • Nonprofit Name: Renaissance Charitable Foundation Inc.
  • EIN/Tax ID: 35-2129262
  • Address: 8888 Keystone Crossing, Suite 1222, Indianapolis, IN 46240
  • Email: UBS@reninc.com

Important Information

1. RCF is the owner of the investment account and should sign all investment account paperwork as the account owner. Information within the application regarding the account owner should reference RCF, not the donor(s).
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.

If you have any questions regarding your fund establishment or if there are special steps required for your donated assets, contact us at askanexpert@reninc.com and we will guide you through the process.

Renaissance Charitable is a leading independent donor-advised fund program available to financial advisors and their clients irrespective of firm and custodian. Renaissance Charitable Foundation is a 501(c)(3) organization that acts as sponsoring charity for the Renaissance Charitable DAF program. Renaissance Charitable partners with Ren to bring market-leading technology and servicing to its FA and donor customers.