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What is Regal Charitable?

Regal Charitable can help you fulfill your philanthropic goals and create your legacy through our Donor-Advised Fund Program. A Donor-Advised Fund is a simple way to pass on your values and assets to the next generation.

Regal Charitable will work with you to help create a customized giving plan to support qualified charities. You will benefit from a charitable tax deduction while allowing your investments to grow tax-free. This gives you the opportunity to plan how to support your favorite charities in order to provide the largest impact. We offer customized solutions and guide you through the sometimes difficult process of transferring your assets while sharing your values with your heirs and/or benefactors. Regal Charitable is a Donor-Advised Fund (“DAF”) program offered by Renaissance Charitable Foundation Inc. (“Foundation”). The Foundation is a public charity described in §§501(c)(3), 509(a)(1) and 170 (b)(1)(A)(vi) of the Internal Revenue Code of 1986, as amended (the “Code”). Regal Charitable offers donors the opportunity to make immediately deductible charitable contributions while retaining some influence over the charitable purposes for which those contributions are ultimately used. The Foundation becomes the exclusive legal owner of the funds and assets in Regal Charitable. Accordingly, this brochure refers to contributions by donors for the purpose of establishing or adding to Donor-Advised Funds within Regal Charitable as contributions made “to the Foundation.” Donors to the Foundation retain the authority to make nonbinding, advisory grant recommendations to the Foundation at any time regarding the charities they would like to benefit from their contributions. The Foundation retains the exclusive discretion as to whether, and to whom, to make a grant in accordance with applicable IRS regulations. Assets held in the various Donor-Advised Funds within Regal Charitable are invested and professionally managed, offering the potential for contributions to grow and ultimately result in larger charitable gifts. A donor may recommend the initial investment advisor for the Donor-Advised Fund. These recommendations are advisory only and are subject to review and approval by the Foundation pursuant to the Foundation’s established Investment Policy Statement, which is available on the https://regal.reninc.com website.

Our hope is to serve you and your family, corporation, academic institution, and/or charitable organization with helpful information. Thank you for taking the time to explore the benefits of gift planning.

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