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Investment Policy Statement

Investment Manager Acknowledgement

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Program Circular

 Financial Service Partners

RCF administers donor-advised funds for several financial service partners who share our commitment to philanthropy. We also engage financial advisors from the following firms to manage our investments. If you are a client of any of the companies listed below, you can establish a donor-advised fund with the aid of your financial advisor. Each offers their own investment strategies for your donation.

Please contact your financial advisor or us to learn more about donor-advised funds.

RCF’s Financial Service Partners

  • Advantage Capital Corporation
  • FSC Securities Corporation
  • Royal Alliance Associates, Inc.
  • Sentra Securities Corporation
  • Spelman & Co., Inc.
  • Sun America Securities, Inc.
  • OneAmerica Securities
  • Cambridge Investment Research
  • Capital Analysts
  • Commonwealth Financial Network
  • The Concord Equity Group
  • First Allied Securities, Inc.
  • First Financial Planners, Inc. (FFP)
  • First Montauk Securities Corp.
  • INVEST Financial Corporation
  • Investment Centers of America
  • National Planning Corporation
  • SII Investments
  • LPL
  • MetLife Securities
  • Walnut Street Securities
  • New England Securities
  • Associated Securities Corp.
  • Waterstone Financial Group
  • Securities America
  • TransAmerica Financial Advisors
  • Wachovia Securities
  • InterSecurities, Inc.
  • World Group Securities
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    Regardless of which financial service partner manages the investment of your donor-advised fund, establishing and advising the fund is a rewarding adventure and is administered by the Foundation Management team at Renaissance Administration.

    *We also work with financial advisors who aren't associated with a company on this list. Please call 866-803-0389 ext. 1 for details.

    Renaissance Charitable Foundation • 6100 W. 96th St. • Ste. 105 • Indianapolis, IN 46278 • 866.803.0389 • 877.222.1829 fax