---
title: 'Associate, Charitable Compliance at Ren'
canonical: 'https://feeny.ai/job/associate-charitable-compliance-ren-hudson-fa2ejnhsg696'
type: 'job'
last_seen: '2026-09-10'
---

# Associate, Charitable Compliance at Ren

- **Company:** Ren
- **Location:** Hudson, OH
- **Posted:** 2026-09-03
- **Last confirmed live:** 2026-09-10
- **Apply:** https://job-boards.greenhouse.io/renpsg/jobs/5213490008

## Job description

Job Title:

Associate, Charitable Compliance

Department:

Legal, Compliance & Risk

Level & Status

P3, Exempt

Position Description:

The Associate, Charitable Compliance supports and administers Ren’s charitable compliance program by executing compliance testing, maintaining documentation, identifying and recommending process improvements, and supporting regulatory compliance activities. This position relies on independent compliance reviews, documentation, and exception identification, in collaboration with policy and process owners and internal stakeholders, to strengthen compliance practices across Ren and its charitable clients and partners (DAF sponsors, community and faith-based foundations, and operating charities).

Duties & Responsibilities:

- Support §4966 and §4967 compliance testing and monitoring — compile and document facts on taxable distributions, prohibited benefits, and donor-advisor designations for review by the Sr. Manager and Sr. Director.
- Support review of §170 substantiation for complex asset contributions — checking qualified appraiser and qualified appraisal documentation for adequacy, including IRS Forms 8283 and 8282; report inconsistencies and follow up to ensure issues are rectified.
- Assist with review of policies of clients and partners — including gift acceptance, investment policy statements (including UPMIFA prudent-investor considerations), and granting policies; assist with developing, updating, or improving policies and procedures to ensure they are current, effective, and aligned with legal, tax, and organizational requirements.
- Support Sr. Director, Charitable Compliance and Sr. Manager, Charitable Compliance with research on IRS, Treasury, and state-level developments affecting DAFs, sponsors, foundations and operating charities.
- Assist in developing, maintaining, and updating compliance testing methodologies, processes, procedures, workbooks, and templates, including documentation of exceptions and remediation tracking.
- Assist in developing reporting to stakeholders on compliance testing results; make recommendations on policy and process improvements and follow up to ensure any issues have been remediated.
- Support and assist Sr. Director, Charitable Compliance and Sr. Manager, Charitable Compliance with client deliverables and presentations.
- Assist Legal Team and the Sr. Manager, Charitable Compliance with state charitable registrations, including coordinating with third-party vendors to annually file state charitable registrations; conduct annual audits of state charitable registrations to confirm accuracy and good standing.
- Build and maintain relationships with internal stakeholders across Ren.
- Use established and approved AI tools to improve compliance testing and reporting.

Education & Experience:

- Bachelor’s degree required in business, finance, accounting, public administration, nonprofit management, legal studies, or a related field.
- Advanced degree or professional certification a plus — MBA, MPA, MAcc, Certified Internal Auditor (CIA), CRM (Certified Risk Manager), Certified Public Accountant (CPA), RIMS-CRMP (RIMS-Certified Risk Management Professional), or Certified Compliance & Ethics Professional (CCEP).
- 2+ years of experience in compliance, audit, risk management, nonprofit organizations, charitable services, financial services, legal or regulatory compliance, or a related field.
- Familiarity with IRC §§4966, 4967, 170, and 501(c)(3); awareness of UPMIFA helpful.
- Experience supporting compliance testing, monitoring, documentation, policies, procedures, or internal controls.
- Strong analytical, research, and written and verbal communication skills, with the ability to organize documentation, identify exceptions, and follow up on remediation.
- Ability to manage multiple priorities and meet deadlines in a dynamic regulatory environment.
- Experience using technology and AI-enabled tools to support compliance, documentation, research, and reporting while exercising sound professional judgment.

Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

## About Ren

## Company Overview
- **One-liner**: Ren provides technology and services to power donor-advised fund (DAF) programs for wealth management firms, institutions, and individual philanthropists.
- **Entity Type**: Private (strategic investment from Bain Capital Tech Opportunities and Valeas Capital Partners in 2023)
- **Headquarters**: Indianapolis, Indiana, United States (with additional offices in Hudson, Ohio)
- **Founded**: 1987 (as Renaissance, Inc.; rebranded to Ren in 2021)
- **Founders**: Not publicly available

## Core Business
- Primary industry/industries: Financial services (philanthropic technology and donor-advised fund administration)
- Target customers: B2B – wealth management firms, financial advisors, faith-based and community foundations, and other institutions. Also serves individual donors through Ren-powered programs.
- Mission or purpose statement: “Our mission is to deliver the expertise, standards, and technology necessary to power growth and scale throughout the philanthropic economy.”

## Products & Services
- **Ren DAF Platform**: A next-generation donor-advised fund platform that streamlines establishing, funding, and managing DAFs. Includes automated workflows and flexible giving options.
- **Charitable Vehicles**: A complete set of charitable vehicles beyond DAFs (e.g., charitable trusts) to meet expanded donor needs.
- **Enterprise Solutions**: Customized, turnkey DAF programs for large wealth management firms and institutions, including white-label options.
- **Managed Services**: Administration, compliance, and client support services for firms that want to outsource DAF operations.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (received a strategic investment from Bain Capital Tech Opportunities and Valeas Capital Partners in 2023; amount not publicly available)
- **Key Metric**: Over $35 billion granted to charities annually; more than $200 billion in charitable assets supported across 150+ unique DAF programs.
- **Notable Investors/Partners**: Bain Capital Tech Opportunities, Valeas Capital Partners. Partners include over 150 wealth management firms and DAF program leaders.
- **Growth Signals**: Multiple Ren-powered programs crossed the $10 billion mark in 2025. Acquired Pinkaloo Technologies (2021) and Stellar Technology Solutions (2023). Nearly 40 years of continuous operation and innovation.

## Competitive Advantages
- **Longevity and Scale**: Nearly four decades of experience in philanthropic services; one of the largest DAF technology providers in the U.S.
- **Integrated Platform**: Combines technology, administration, and compliance under one roof, reducing complexity for advisors and donors.
- **Network Effects**: Powers ~50% of U.S. DAF assets, giving it a dominant position and deep integration with the wealth management ecosystem.
- **Focus on Innovation**: Continuous investment in modern, user-friendly technology (e.g., automated workflows, mobile capabilities) to differentiate from legacy providers.

## Strategic Focus
- **Growth and Scaling**: Expanding enterprise partnerships and deepening existing relationships to increase assets under management on the platform.
- **Technology Modernization**: Further developing the platform to deliver a “world-class giving experience” for both advisors and donors.
- **Product Expansion**: Adding new charitable vehicle types and services to meet evolving donor needs (e.g., complex trust administration).
- **Talent Acquisition**: Actively hiring across product, engineering, marketing, and client services to support growth.

## Why Work Here
- **Culture**: Emphasizes values like “Be bold and innovative,” “Be inclusive,” “Trust and empower,” and “Don’t settle.” Committed to diversity, equity, and inclusion.
- **Remote/Hybrid Policy**: Hybrid and remote work options available for most positions; offices in Indianapolis (HQ) and Hudson, Ohio.
- **Benefits**: Competitive health/dental/vision insurance, flexible PTO, paid parental leave, 401(k) with company match, free Calm subscription, monthly fitness reimbursement, professional development courses, and charitable giving opportunities.
- **Engineering Culture**: Tech-focused leadership (CEO Joe Fisher joined in 2019 to usher in a tech-forward approach). Recent acquisitions of technology companies signal a strong commitment to product and engineering excellence.
- **Awards**: Not specified in the provided data, but the company promotes a modern, employee-centric work environment.

## Sources
1. [reninc.com](https://www.reninc.com/)
2. [reninc.com/about-ren](https://www.reninc.com/about-ren/)
3. [reninc.com/careers](https://www.reninc.com/careers/)
4. [linkedin.com/company/reninc](https://www.linkedin.com/company/reninc)
5. [job-boards.greenhouse.io/renpsg](https://job-boards.greenhouse.io/renpsg)

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