8888 Keystone Crossing, Suite 1200
Indianapolis, IN 46240
(317) 757-3453
1
Find your program
Check with your firm to see if they have a Ren-supported program. If you aren’t sure who to go to inside your firm, reach out to us via the contact form below and we can confirm for you.
- If your firm has a Ren-supported program, we encourage you to open your DAF account that way.
- If your firm does not have a Ren-supported program, we invite you to open a DAF account directly with us via the Renaissance Charitable Foundation.
Note: The Renaissance Charitable Foundation is a strategic partner of Ren, acting as the sponsoring charity for many Ren-supported donor-advised fund programs.
2
Submit an account opening application
Whether through your firm or direct on our website, submit an account opening application on your client’s behalf. This will be used to set up your client’s account
3
Fund your client’s DAF account
Transfer cash, public equities, or other assets to your client’s newly established DAF account.
- Contributions can be made at any time, and taxable income offsets will be determined by the calendar year in which the contribution has been made.
- Additional information on acceptable non-cash contributions can be found here.
4
Begin using your new DAF!
Create a plan with your client for how they envision using their DAF account in the context of their overall wealth management strategy and financial planning goals.
- Invest the assets according to your client’s preferences
- Grant money to your client’s favorite 501(c)3
- Make annual contributions before the end of the tax year, potentially targeting highly appreciated securities or concentrated positions
- Plan ahead when you foresee unusual taxable events to minimize taxable income and capital gains
If you have any questions, please fill out the form below or email [email protected].
Ask an expert
Ready to start the DAF conversation? Reach out to chat with one of our experts.