Advisor-Managed DAFs with Renaissance Charitable
Advisor-managed DAFs are designed for donors who want to integrate giving directly into their wealth management strategy, letting your trusted investment manager grow your DAF just like your other investments.
Why Advisors Choose Renaissance Charitable
You Stay in the Driver’s Seat When Investing
Renaissance Charitable offers custody-neutral SMAs for accounts of all sizes, allowing you to manage your DAFs like any other account and enabling you to keep all your DAFs in one place. No more having half your clients stuck in pools or in a separate program.
Be Prepared for Any Client Need
From private business interests and real estate to alternatives and restricted stock, if it’s legally acceptable by DAFs, we’ve probably done it. Our complex assets concierge team will lead you every step of the way through even the most sophisticated giving opportunities with expert guidance and precision. Whether your client is giving $500K or $500M, we can handle it for you.
Delight Your Clients Without Increasing Your Workload
With automatic charity vetting technology, cross-client account summaries, and contribution and grant status updates in one place, getting a DAF doesn’t have to mean spending hours with a helpdesk. Our technology keeps you at the center, delivering the information you need in easy-to-understand ways.
How Our Fees Work
Administrative fees for donor-advised funds are typically tiered, meaning the rate you pay decreases as your account grows. Below is our standard admin fee schedule for all Advisor-Managed DAFs through Renaissance Charitable.
For DAFs above $5M, contact your regional giving expert for an immediate quote – our large-account pricing is designed to be highly competitive, helping ensure even the largest contributions go further for the causes you care about.
| Fee Tier Min | Fee Tier Max | Fee |
|---|---|---|
| $0 | $500,000 | 0.650% |
| $500,000 | $1,000,000 | 0.350% |
| $1,000,000 | $2,500,000 | 0.250% |
| $2,500,000 | $5,000,000 | 0.200% |
| $5,000,000 | Contact us for competitive large account pricing |
All accounts are subject to a minimum annual administrative fee of $250, which provides for essential account-level maintenance for small accounts.
What Our Pricing Includes
Comprehensive service
Straightforward structure
Zero margin pass-through costs
Mission-accelerating focus
1 Complex asset transaction support is free of charge pending available capacity; complex gifts less than $500K are not guaranteed prioritization.
The result: a donor-advised fund built to maximize your generosity, with clarity and confidence at every step.
Let’s Get Started
You focus on investment strategy, we handle the rest. Get started today.