Renaissance Charitable donor-advised fund program

How to set-up a donor-advised fund

As a trusted advisor at UBS, 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, dedicated team, and VIP service ensure you and your clients navigate charitable giving with confidence, creating lasting legacies.

 

Set up and manage a new donor-advised fund in three easy steps:
  1. Complete the application
    • Complete and submit the DAF application (generally set up within 48 business hours).
  2. Account setup/initial contribution
    • 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 [email protected] 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.
  3. Receive credentials
    • Once account is funded, you will receive email with the login credentials to the UBS DAF platform


RCF address:

 8888 Keystone Crossing, Suite 1222, Indianapolis, IN 46240

How to transfer an existing DAF

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

  1. Complete and submit the DAF application.
  2. Set up and send the new UBS investment account number using the Renaissance client id 8400011600.
  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
 
Resources/notes
  1. Helpful resources:
  2. 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).
  3.  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 there are special steps required for your donated assets, contact us at [email protected] and we will guide you through the process.