Keep assets under management! We partner with thousands of professionals like you by supporting the philanthropic needs of your clients through our Donor-Advised Fund Program. Our solution will allow you to retain assets under management that you are currently losing to other Donor-Advised Fund Programs. You open an investment account and manage the funds with the custodian of your choice.
As your partner, Renaissance Charitable Foundation Inc. (“RCF”) will provide industry expertise, operational excellence, and innovative solutions while allowing you to continue managing the related investment assets. RCF offers an open administrative platform that allows you to continue to serve as your clients’ primary point of contact.
How It Works
- You retain the assets under management, typically for several generations.
- You add a new service offering for your clients, who already know and trust you to manage their assets.
- There are no additional administrative costs to you.
- You have access to RCF’s expertise in charitable giving.
- You will have access to a state-of-the-art web-based platform to help your clients manage their charitable giving.
If you’re ready to get started, simply click here to open an account. Or to learn more, please contact one of our consultants today at 866-803-0389 or Info@RCGF.org.