Established in 2000, RCF provides a custom donor-advised solution utilizing the philanthropic software platform DonorFirstX (DFX) with complete administration including charity vetting and grant distribution. RCF supports more than $1 billion in donor-advised fund assets for financial firms and nonprofit organizations throughout the United States.
In addition to being custody and investment neutral, RCF partners with the philanthropic experts at RenPSG to find new solutions to make charitable giving more tax efficient for all donors. RenPSG provides our clients with a DFX platform where their donors access their donor-advised funds online and completely manage their charitable giving with a few simple clicks. DFX also allows your staff to view your program's performance and access a robust reporting module.
RCF stands out because of our ability to help any donor contribute any gift to any charity. Cash and marketable securities are still the most popular gifts contributed to donor-advised funds but RCF accepts gifts of real estate, IRAs, business interests and coming soon, S-Corporation stock.
RCF utilizes RenPSG as its administrative partner. RenPSG provides accounting, administration and gift consulting for RCF donor-advised fund programs. To learn more about RenPSG, visit www.reninc.com.
Officers & Board of Directors
Gregory W. Baker, J.D., ChFC®, CFP®, CAP
Greg Baker is President of Renaissance Charitable Foundation Inc. In this role, Mr. Baker reviews and revises the Foundation's policies as well as monitors performance and compliance of the charity’s assets and relationships with donors and money managers. For the past 25 years, he has provided trust, tax and philanthropic financial planning advice to over 4,000 attorneys and 8,000 development officers and financial planners in all 50 states regarding more than 18,000 charitable remainder trusts, more than 800 charitable lead trusts, and numerous foundations, charitable gift annuities and donor-advised funds. Mr. Baker’s advice has helped donors contribute over $6 billion to charitable gift plans. Mr. Baker is a Past President of the Charitable Gift Planners of Indiana and current Board Member of the National Association of Charitable Gift Planners.
Chairman and Treasurer
Steve R. Ko, CPA
Steve Ko is the Chairman and Treasurer of Renaissance Charitable Foundation Inc. Prior to joining the Foundation, Mr. Ko was associate managing director for Private Capital Corporation based in San Francisco where he was responsible for corporate finance projects. Mr. Ko was previously the chief financial officer for Bank America’s subsidiary bank in Hawaii where he was responsible for the finance and capital market functions. As CFO, Mr. Ko coordinated all public and private capital raising initiatives. In addition, Mr. Ko managed the Bank’s $800 million investment portfolio. Mr. Ko is a CPA and began his career as a computer-audit specialist with KPMG in Honolulu.
Vice President and Secretary
Douglas W. Cox, J.D.
Doug Cox is the Vice President and Secretary of Renaissance Charitable Foundation Inc. Mr. Cox’s duties include maintaining regular contact with the Board and keeping the corporate records. Mr. Cox assists attorneys and financial planners in planning and implementing charitable remainder trusts and other charitable gift tools. Mr. Cox previously served as an Administrative Law Judge with the Indiana Department of Revenue for eight years. He was primarily responsible for conducting administrative hearings on tax disputes involving corporate income, sales and other state taxes.
Mr. Cox was admitted to the Indiana Bar in October 1988 after receiving his Juris Doctorate Degree from Indiana University School of Law in Bloomington, Indiana. In 1985, Mr. Cox received a Bachelor of Arts Degree, magna cum laude in Public Administration from Miami University in Oxford, Ohio.
In her role as Chief Market Development Officer of The National Bank of Indianapolis, Ms. Merkel is responsible for cultivating and maintaining high profile corporate, individual and community relationships that strengthen the Bank’s brand and reputation. Ms. Merkel’s banking career encompasses more than 30 years of providing Commercial, Private Banking and Nonprofit banking services to corporations, individuals and charitable organization in the greater Indianapolis area. She earned a B.S. Degree in Accounting and Finance from Purdue University’s Krannert School of Management. She is also a graduate of the United Way Executive Women’s Leadership Series and the Stanley K. Lacy Leadership Development Series and has served on numerous nonprofit boards throughout her career.
Daniel H. O'Connell, J.D.
Mr. O’Connell is a shareholder in Waterfall, Economidis, Caldwell, Hanshaw & Villamana, P.C. in Tucson, Arizona. Dan specializes in tax and tax related matters, including work in the areas of estate and asset protection planning; probate and trust administration; charitable giving; corporations, partnerships and limited liability companies; qualified retirement plans; and income tax planning for individuals, businesses and investment entities. Dan is certified as a tax specialist by the State Bar of Arizona Board of Legal Specialization. He has lectured at various tax workshops and has published several articles and co-authored books on tax matters. He was formerly a professor and the assistant dean at the University Of Arizona College Of Law in Tucson. He has been listed for over 20 years in The Best Lawyers of America, a listing of the top attorneys in the nation selected by their peers. He has also been listed in Super Lawyers, Arizona’s Finest Lawyers and American Law Society. He is ranked by Martindale-Hubbell as AV Preeminent. Dan’s former firm was the first firm in Arizona to be listed in the tax section of the Bar Register, the most prestigious firm biographical listing in the country.