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Grants may be made to charities located anywhere in the United States that are recognized by the IRS as publicly supported charities. Grant recommendations are subject to review and approval by the Foundation, which retains exclusive legal control and discretion over all grants made from one of its Funds; however, the Foundation will generally honor a grant advisor's recommendation. Renaissance Charitable Foundation Inc. is the sponsoring charity. Why consider a DAF? • Receive an immediate income tax deduction • Contribute appreciated assets, thereby avoiding capital gains • Simplify your charitable giving – no tax reporting is required by the donor as opposed to a private foundation • Support one or more charities • Give anonymously • Flexibility – donate securities that have appreciated significantly over time to a DAF, and you can eliminate the capital gains tax and receive the immediate benefit of a charitable deduction, while giving yourself time to decide where to direct funds What can you contribute? • Cash • Mutual funds • Exchange-traded funds (ETFs) • Publicly traded stocks or bonds • Real estate, closely held stock, and other hard-to-value assets may also be contributed after review and approval by the sponsoring charity. • The minimum initial donation to the SEI Giving Fund is $5,000 Stocks XYZ stocks Deductions Grants SEI Giving Fund Favorite charities How does the Giving Fund work? A donor makes an irrevocable gift to a sponsoring charity and receives an immediate charitable tax deduction. The sponsoring charity works with the donor's financial advisor to invest the dollars so they may grow while the donor makes recommendations on grants to their favorite charities. RenPSG verifies the charity is a qualified organization, processes the grant, and mails the charity a check.• 4 This gift is final and not able to be changed, reversed, or recovered. 5 Renaissance is the final decision-maker on where the assets are invested.

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