You can build deeper, stronger relationships with clients by helping them achieve their philanthropic goals. Donor-advised funds (DAFs) allow clients an easy way to support the causes they care about—and leave a lasting legacy. With access to three leading philanthropic solution providers, you can choose the approach that best fits the needs of your clients and your business goals.
American Endowment Foundation
Clients contribute to American Endowment Foundation (AEF), an independent national sponsor of DAFs.
BNY Mellon Charitable Gift FundSM
Clients contribute to the BNY Mellon Charitable Gift FundSM, a DAF that offers multiple investment options.
Renaissance Charitable Foundation
Clients contribute to Renaissance Charitable Foundation (RCF), a sponsoring charity that helps to create turnkey donor-advised solutions.
Charitable trusts let clients support their favorite charities, realize potential tax savings and provide for their beneficiaries.
Renaissance Philanthropic Solutions Group (RenPSG)
1 You may need to be licensed in Ohio or provide Ohio authorities a copy of the Form ADV and any accompanying amendments you may have filed (notice file) with the Securities and Exchange Commission.
2 You may need to be licensed in Indiana or provide Indiana authorities a copy of the Form ADV and any accompanying amendments you may have filed (notice file) with the Securities and Exchange Commission.