Case Strategies

Renaisassance has authored over 70 case strategies that illustrate different ways in which you can put charitable planning concepts to work for you. Below are a sampling of some of the most common uses of the tools we offer. If there is a scenario that you'd like to learn more about, or would like us to prepare an illustration to fit your unique situation, contact our consulting department and we'll work with you to find the solutions to fit your financial planning needs.

Charitable Remainder Trust (CRT) Strategies

• Butte - Using a FLIP Unitrust to Diversify
• Hopkins - Charitable Remainder Annuity Trust
• Grey - Using a NIMCRUT
• Hampton - Increasing Lifetime Cash Flow

Charitable Lead Trust (CLT) Strategies

• Evers - Income Averaging Using a Grantor CLAT
• Sullivan - Zero Estate Tax Planning Using a CLAT
• Spears - Funding a Charitable Pledge Using a CLT

Donor-Advised Fund (DAF) Strategies

• Connor - Extra Deductions
• Twain - Donor-Advised Fund Avoids Capital Gain and Endows Charitable Giving
• Fillmore - Restricted Fund Fights Illiteracy

Charitable Gift Annuity (CGA) Strategies

• Price - Using a Charitable Gift Annuity to Increase Income
• Schmidt - Increasing Future Cash Flow with a Charitable Gift Annuity
• Stoltz - CGA Increases Retirement Cash Flow

Private Foundation (PF) Strategies

• Butler - Private Foundation Grant to a Donor-Advised Fund
• Gruber - Making Grants to Foreign Charities