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Funding Your Account

There are various ways to fund your Franklin Templeton Charitable Giving Fund account, including cash and publicly traded stocks, bonds and mutual funds.

Contributing to your account

An initial contribution of $5,000 or more must be made at the time you open your Franklin Templeton Charitable Giving Fund account. This irrevocable contribution of cash or securities will be made to the Renaissance Charitable Foundation, Inc. Multiple assets and securities can be contributed to equal the minimum.

When making contributions to your existing account, always complete an Additional Contribution Agreement and, when necessary, an Asset Transfer Request Letter of Instruction. Both forms are available in the Forms & Literature section of our site.

Renaissance Charitable Foundation, Inc. will review and approve all contributions. Donors will receive a confirmation once their contribution has been accepted, along with a tax receipt for their records.

For contributions of appreciated publicly traded securities, Renaissance Charitable Foundation, Inc.'s receipt will be a good faith estimate of the fair market value on the date the contribution is made. If a contribution is not accepted, it will be returned to the account of origin.

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Types of contributions

There are a number of ways to fund your Franklin Templeton Charitable Giving Fund account.

Cash. Cash can be wired, transferred from an existing Franklin Templeton account, or mailed to Renaissance Charitable Foundation, Inc. All checks must be made payable to Renaissance Charitable Foundation, Inc., and given to your financial advisor along with your completed Donor Contribution Agreement.

Publicly traded stocks, bonds and mutual funds. Publicly traded stocks, bonds and mutual funds can be transferred from an existing account with any financial institution using an Asset Transfer Request form.

To request a transfer of securities, complete an Asset Transfer Request form. This form and other Charitable Giving forms are available in the Forms & Literature section of our site.

Restricted, closely held or non-publicly traded securities. If the contribution involves restricted stock or other non-publicly traded securities, please contact your financial advisor or Franklin Templeton at (800) 632-2350, Ext. 1134243 for assistance.

Appreciated Real Estate. If the contribution involves improved or unimproved real estate, please contact your financial advisor or call Franklin Templeton Investments at (800) 632-2350, ext. 1134243, for assistance in determining its eligibility.

Art or Other Collectibles. If the contribution involves art or other collectibles, please contact your financial advisor or call Franklin Templeton Investments at (800) 632-2350, ext. 1134243, for assistance in determining eligibility.

Deferred contributions. A Franklin Templeton Charitable Giving Fund account can be named as the beneficiary of, and receive distributions from, a charitable bequest, a charitable remainder trust, a charitable lead trust, a qualified retirement plan or a private foundation. Renaissance Charitable Foundation, Inc. should be named for deferred contributions in care of the donor's account in Franklin Templeton Charitable Giving Fund.

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Making subsequent contributions

You may make additional contributions to your existing account at any time by completing an Additional Contribution Agreement, which is available in the Forms & Literature section of our site. Subsequent contributions must be at least $1,000.

As with the initial contribution, donors may contribute cash and publicly traded stocks, bonds and mutual funds, as well as restricted stock. You may submit your request online with your financial advisor or return the completed agreement to your financial advisor.

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