INDIANAPOLIS: Charitable Planning Workshop Returns to Indy - With New Updated Content!

Renaissance has announced that it will hold its next Charitable Planning Workshop in Indianapolis on May 15 and 16, 2008.  We're currently hard at work updating and editing the content to be sure we provide you with the most current and most relevant information available in charitable planning TODAY.

After attending our Workshop in Las Vegas in 2007, attendees had these great things to say about their experience...

• "Overall you have a wonderful service that can benefit me and my clients. I like the idea that you are focusing on the advisor and market your services by empowering the advisors." -Anonymous

• "Excellent group dynamics – FIVE STAR PROGRAM" - Jon, NY, NY

• "Small group size was perfect – loved the open discussion format. Ted’s extensive knowledge was extremely helpful" - Anonymous

ASK THE EXPERTS:
Funding a CRT With a Small Business.

The sale of a client's small business may be an ideal time to consider the use of a charitable remainder trust. By using a CRT, your client can avoid taxation of the gain on the sale of the business, generate a charitable deduction, remove assets from his or her estate, and realize charitable goals. In addition, the proceeds from the sale of a small business are an important source of investable assets.

In this quarter’s featured article (pdf), Ted Batson and Greg Baker present a detailed analysis of the ins and outs of selling a small business using a CRT. To complement this article, we are highlighting two new case strategies based on techniques discussed in the article. The Freeman Case Strategy demonstrates the benefits of using a CRT in the sale of stock in a C-Corporation to avoid taxation of the gain on the sale. The Hoyt Case Strategy discusses the formation of a CRT by a corporation to sell corporate assets using a CRT.

STRIKING WHILE THE IRON IS HOT: Charitable Lead Trust Planning When Rates are at Their Lowest in OVER FOUR YEARS!

Now is a GREAT time for charitable lead trust planning! To find out why, read on!

For clients with large taxable estates that are looking for creative techniques for reducing or eliminating estate taxes, consider a Charitable Lead Trust designed to produce a transfer tax deduction equal to the amount transferred. A Charitable Lead Trust (CLT) structured in this manner “zeros out” the transfer tax. In addition, a properly structured CLT will “zero out” the transfer tax cost regardless of the amount transferred to the trust…

Continue reading article here

PROFILE: Renaissance Charitable Foundation - Giving in 2007

During 2007, donors contributed over $80 million to Donor-Advised Funds (DAFs) at the Renaissance Charitable Foundation (RCF). RCF's donors live in all 50 states and Canada. The Foundation's DAFs made 8,825 grants to 2,374 charities spread across the United States with total grants over $26 million last year. Over 500 new DAFs were created with RCF last year. As of December 31, 2007, the value of the Renaissance Charitable Foundation's DAFs totals approximately $149 million.

RENAISSANCE:
Out and About

• May 2 - Kyle Christopherson & Greg Baker attending FPA of Greater Indiana in Indianapolis, IN

• May 15-16 - Renaissance Practice Development Forum in Indianapolis, IN

• May 21 - Ted Batson at the Advanced Markets Study Group in Indianapolis, IN