Advanced Case Design
We're here to assist you through the entire process of implementing an effective financial plan. We believe that the first steps in that process are identifying your goals, and designing a unique strategy to meet those goals.
When all is said and done, customer satisfaction hinges on one thing only - achieving the financial rewards expected when implementing the financial plan. For almost 20 years, only one company has been exclusively involved in helping financial professionals and their clients achieve this goal through the design and implementation of charitable plans - and that company is Renaissance!
From our consultants, who are nationally recognized as experts in the industry, to our software which is tried and tested, we are the best at what we do. We support you every step of the way, from conceptual design to implementation. We ask the tough questions that get the tax savings results you expect and achieve unimagined charitable benefits.
Renaissance responds to specific needs by guiding you through:
Needs Analysis
Through responses from those involved in the trust decision, we help identify the tax benefits and charitable plan that fits the needs and wishes of all involved parties.
Marketing Strategies and Materials
Our library of one page case strategies provides a catalog of excellent tools to convey the benefits of charitable planning and the favorable tax advantages associated with giving. Our unique approach to identifying the important causes in one's life helps assure satisfaction with the overall plan. The expertise gained in implementing over 6,000 plans is behind you every step of the way.
Case Strategy and Design
All charitable plans are not alike. All goals are not the same. Expected results differ. Our case design techniques help you achieve the unique tax benefits and financial objectives you desire. We have extensive experience in the use of such demanding assets as real estate, closely held businesses, art, collectibles, and other unique assets.
State-of-the-Art Illustrations and Proposals
Customized plans with personalized strategies tailored for specific assets, detailed cash flow projections, and tax benefits are all part of our proposals. The illustration process starts with filling out the Client Profile. After those involved with the trust review the proposal, specific questions can be responded to through enhanced strategies and benefits analyses.
Technical Expertise
Tax law changes, state law changes, and the ever changing environment in which we all operate can wreak havoc on the best laid plans IF one is not constantly aware of them. Our skilled professionals not only follow and understand these changes, they testify before the IRS and draft suggested language to assure the continuation of tax advantaged planning.
