RCF donor-advised fund program

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.)

Resources/notes

Helpful 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:

How to transfer an existing DAF account

You can easily transfer funds from another DAF to RCF in three simple steps:

  1. Once the application is complete and investment account opened, enter an Account Closing Grant request from the existing DAF provider.
  2. Please enter the Account Closing grant with the following details:
    • Nonprofit Name: Renaissance Charitable Foundation Inc.
    • EIN/Tax ID: 35-2129262
    • Address: 8888 Keystone Crossing, Suite 1222, Indianapolis, IN 46240
    • Purpose/Designation: Name of DAF with RCF and investment account number
  3. RCF will confirm receipt of funds and complete the account setup.


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