For Professional Advisors
As an Advisor, you can help your clients build a legacy of generosity
Knights of Columbus Charitable Fund is a trusted resource to make giving easy and ensure your clients’ generosity aligns with their Catholic faith.
BUILDING RELATIONSHIPS
BUILDING RELATIONSHIPS
At Knights of Columbus Charitable Fund, we understand the value you bring to your clients and know your clients trust you to help them pursue their financial goals without sacrificing their faith.
As a trusted Advisor, you are in a unique position to discuss charitable giving with your clients — which will help you learn about your clients’ values, charitable goals, and plan their legacy of generosity. With a donor-advised fund, like the Charitable Fund at Knights of Columbus Charitable Fund, you can help guide your clients on ways to maximize their giving in a way consistent with their goals and their faith.
Donor-advised funds, like the Charitable Fund at Knights of Columbus Charitable Fund, can meet many different client giving needs. Donor-advised funds allow your clients to donate now, potentially receive an immediate tax benefit, and then recommend charitable grants later. Meanwhile, their contributions to a donor-advised fund can grow tax-free.
WHY CHARITABLE PLANNING
WHY CHARITABLE PLANNING
Offering a donor-advised fund through Knights of Columbus Charitable Fund can help you attract new clients, retain existing ones, and increase your assets under management. More importantly, discussing a donor-advised fund allows you to have a meaningful conversation with your clients about their generosity as you help them pursue their financial goals without sacrificing their faith.
Clients want to talk about charitable giving
According to a 2018 report on philanthropic conversations by U.S. Trust, clients expect their advisors to play an important role in their charitable giving plans.
Strengthen your relationship with your clients
Talking about charitable giving and donor-advised funds through Knights of Columbus Charitable Fund can strengthen your relationship with your clients. Having a conversation around giving will help you learn about your clients’ values, charitable goals, and interests. These conversations can also help you build relationships with a client’s extended family and could help retain your clients for the long term.
Holistic approach to your clients needs
Donor-advised funds, like the Charitable Fund at Knights of Columbus Charitable Fund, can meet many different client giving needs. A donor-advised fund opens up charitable opportunities for clients to give assets beyond cash.
CLIENT EDUCATION RESOURCES
CLIENT EDUCATION RESOURCES
IARCP Guide
Use this guide to understand how you can help your clients establish their legacy of generosity
IRA Brochure
Learn more about using your required minimum distribution to make a Qualified Charitable Distribution
Endowment fund brochure
An excellent solution to provide long-term support for their favorite charitable organizations.
Council Account Brochure
As an IAR, learn how you can assist Councils in growing their charitable assets.
Contact information
1-833-877-0728
KNIGHTS OF COLUMBUS’ FAMILY OF FINANCIAL PRODUCTS
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors serves as the investment advisor of Knights of Columbus Charitable Fund and others with investment strategies and products that adhere to Catholic guidelines and values.
Knights of Columbus Insurance
The Knights of Columbus is a fraternal benefit society, which means they can provide financial security to members and their families, while turning premiums into charitable impact.
What it means to be a Knight
The Knights of Columbus are Catholic men who lead, serve, protect and defend. They share a desire to be better husbands, fathers, sons, neighbors and role models and to put charity and community first.