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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.

Build Trust with Your Clients

Guide your clients on their charitable giving, not just their investments.

Legacy Planning

Help your clients ensure their legacy of Catholic philanthropy lasts generations.

Charitable Solution

Help clients manage their generosity in an organized, tax-efficient, and worry-free way.

The Knights Difference

Backed by over 140 years of committed support for the Catholic Church

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.

The U.S. Trust Study of Philanthropic Conversations The U.S. Trust Study of Philanthropic Conversations

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

CONTACT US TO GET STARTED

Fill out the form below to start the conversation.

Fill out the form below to start the conversation.

CONTACT US

If you have any questions about opening an account, please feel free to contact us.

Phone icon. 1-833-877-0728

Email message icon. charitablefund@kofc.org

KNIGHTS OF COLUMBUS’ FAMILY OF FINANCIAL PRODUCTS

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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 ASSET ADVISORS Knights of Columbus Asset Advisors
Senior couple sitting at a table with an agent, discussing work together.

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.

KNIGHTS OF COLUMBUS INSURANCE Knights of Columbus Insurance
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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.

KNIGHTS OF COLUMBUS MEMBERSHIP Knights of Columbus Membership

START YOUR JOURNEY TODAY

Knights of Columbus Charitable Fund is here to help your clients build a charitable legacy. If you have questions or need additional support, please don’t hesitate to reach out.