Creating a Donor-Advised Fund

To establish a Donor-Advised Fund, begin by completing a Renaissance Charitable Gift Fund Aplication. On the application, the donor(s) will be asked to name their fund. Typically, donors choose a name in honor of themselves, their family, a relative, a friend, or a cause that is important to them.

The donor’s financial advisor may open a brokerage or mutual fund account for the Donor-Advised Fund and work with the Foundation to have donations of cash and/or securities transferred into the account. Mail the RCGF application along with any investment account applications to the Renaissance Charitable Foundation at: 6100 W. 96th Street, Suite 105, Indianapolis, IN 46278; or fax to (866) 736-4624.

Once the donation is approved by the Foundation, the donor (or his or her investment advisor, if desired) will receive further communications and instrutions from the Foundation. Contributions not approved by the Foundation will be returned to the donor.

For further instructions, view the RCF Investment Advisor Instructions.