Transfer Your Charitable Trust to Renaissance

Transferring a charitable trust to Renaissance is easy to do. Below are the necessary forms and information needed to transfer one or more trusts. You'll soon receive the benefit of having your trusts administered by the nation's oldest and largest independent third-party charitable trust administrator - and, you can immediately draw on our years of experience navigating the tax and reporting requirements necessary for consistently accurate trust administration.

All you need to do is complete the information on the forms below (click to access a copy of each), then provide us with some additional information.

Forms:

• Trust Administration Service Agreement
• Trust Administration Application

We'll Also Need:

• A copy of the executed trust document
• Last IRS Form 5227 prepared, Last IRS Form 1041-A prepared
• Previous calendar year trust account statements, including original purchase date and cost basis of all assets held as of the end of the year
• Year to date account statements
• Direction as to payment of distributions to income beneficiaries, including account from which funds are to be requested and how payments should be made
• Make Renaissance Administration the address of record on all trust accounts, like this example:

  Jane and John Doe, Trustees
  Jane and John Doe Charitable Trust
  6100 W. 96th Street, Suite 120
  Indianapolis, IN 46278

Need a reminder of what to send in? Click here for a handy checklist summary of these items.

Or, call one of our consultants at Renaissance, 800.843.0050, and jump-start the process of moving your trust to Renaissance.