Ren delivers planned-giving administrative services tailored to meet your needs. We are a one-stop shop for any financial services organizations that offer charitable gift instruments and planned giving advice to wealthy investors.
By providing expertise on tax reporting, contribution processing, grant processing, trust administration, technology, and accounting, we support institutions serving their customers with:
We partner with financial services organizations by offering the following solutions:
Just as no two financial institutions are the same, no two charitable-giving solutions are the same. When you engage with Ren, you get a package of solutions designed for your unique institution and customers, with products and services that suit your processes and integrate into your systems.
Our per client solutions give financial professionals access to a wide range of charitable gift knowledge through our Ren Tools portal. Ren equips financial professionals to deliver advice to charitably minded clients, and supports financial institutions with trust administration, reporting, accounting, compliance, and client case consulting.
Ren’s charitable giving solutions make your financial institution the hero with administrative tools branded to reflect your organization’s identity. Customers and advisors feel more comfortable working in a familiar environment, and your firm adds to its role in customers’ financial lives.
We are happy to give you free access to our extensive online knowledge base. Click on the options below to learn more about these giving vehicles.
With more than 30 years of experience in charitable gift services, we currently support charitable gift portfolios for over 140 institutions – including large and small nonprofit organizations, universities, community foundations, and financial firms – and provide the expertise, standards, and technology these organizations need to attract new donors and clients while keeping current ones happy and engaged.
Ren by the numbers.
If you’d like to continue to explore charitable giving options before you contact us, visit our Education Center. You will find information about giving vehicles, helpful calculators, important FAQs, and more
Let’s start a charitable conversation today.
8888 Keystone Crossing, Suite 1200
Indianapolis, IN 46240
(317) 757-3453
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