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.
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.