General Info

Founded in 1987, Renaissance is an independent third-party charitable trust administrator. It provides charitable planning and trust administration services. Located in Indianapolis, the firm plans to maximize tax-advantaged wealth planning strategies for clients. It utilizes various wealth management tools, such as charitable remainder trusts, charitable lead trusts, donor-advised funds, charitable gift annuities and private foundations to create strategies. Renaissance also provides trust transfer services and also designs and implements several charitable plans. The firm s case-design techniques assist in achieving tax benefits and financial objectives. It also utilizes various assets, including real estate, closely held businesses, art and collectibles. The firm additionally utilizes irrevocable life insurance trusts, pooled income funds and supporting organizations.