Legatus Donor Funds Brochure

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u Introduction Legatus in partnership with the Knight of Columbus Charitable Fund “KCCF,” has created the Legatus Private-Label Donor- Advised Fund “the Legatus DAF.” The Legatus Private-Label Giving Account furnishes the opportunity to create a legacy of generosity by personalizing the name of a fund, safeguarding philanthropic goals, and strategically advising gifts to organizations that align with Catholic values, as defined by the Magisterium of the Roman Catholic Church. u What is a Donor-Advised Fund? A donor-advised fund (DAF) is an IRS-approved philanthropic vehicle established as a public charity. It allows you to make a charitable contribution, receive a potential tax benefit, and then recommend grants from the fund over time. By starting an account with the Legatus DAF, you’ll take the first important step toward maximizing your giving. Simply designate the charities to whom you want to give, and we’ll take it from there. u A Simple Way to Ensure Your Giving Aligns to Your Catholic Values. Every time. Contributing to charities through a donor- advised fund with the Legatus DAF means total certainty that you are driving your philanthropy to charities and causes aligned to your Catholic faith. We encourage you to involve the entire family in your giving through the Legatus DAF, as well, which can initiate a culture of generosity among your children that will ensure your legacy of Catholic philanthropy lasts generations. The fund is user-friendly, makes your giving more consistent and provides a potential tax benefit commensurate with your contribution.

u Benefits of the Legatus Donor- Advised Fund (DAF) u You make an irrevocable contribution of personal assets, including cash, stock, real estate and more. u You immediately receive the maximum tax deduction that the IRS allows. u You name your donor-advised fund account, advisors, and any successors or charitable beneficiaries. u Your contribution is placed into a donor- advised fund account where it can be invested and potentially grow tax-free. u At any time afterward, you can recommend grants from your account to Legatus or other qualified charities. u How Can I Begin? The Legatus DAF is designed to make it possible for anyone – no matter where they are in their journey – to begin their philanthropic legacy. Your account can be up and running in a matter of hours. Start by completing an Account Opening form, and making an irrevocable contribution. We encourage you to complete an application through our secure portal, which can be found at www.legatus.org. u Fees and Expenses Each DAF is subject to an annual charitable administrative fee, which is paid to the Legatus DAF to cover DAF operating expenses such as grantmaking, record keeping, annual audits, tax filing, quarterly statements, and other legal and fiscal responsibilities. This fee is calculated based on cumulative assets in the Legatus Private-Label DAF Program. This fee ranges from 0.60% - 0.30% annualized fee and is calculated monthly. Please contact Dennis Gerber, Legatus’ DAF Advisor at (475) 227-6701 for the current annual fee.

G et in Touch W ith Us O ur team of expert advisors shares your C atholic values and understands that every family’s situation is unique. We can get you answers to your questions regarding the Legatus DAF, or walk you through getting started with a donor-advised fund account. Visit legatus.org or reach us at (475) 227-6701 today. Knights of C olumbus C haritable Fund is an independent, nonprofit, public charity with a donor-advised fund program. Various entities affiliated with Knights of C olumbus provide certain investment management and administrative services to Knights of C olumbus C haritable Fund. Knights of C olumbus Asset Advisors, an SE C registered investment advisor, serves as the investment manager of Knights of C olumbus C haritable Fund, and the assets can be invested in investment funds managed by Knights of C olumbus Asset Advisors (“ KoC AA” ), or in the Ave M aria Funds managed by Schwartz Investment C ounsel, Inc. (“ SIC I” ), also an SE C registered investment advisor. For information about KoC AA and SIC I’s business operations, please consult the Firms’ Form ADV disclosure documents, the most recent versions of which are available on the SE C ’s Investment Adviser Public Disclosure website at www. a d vise rinfo . se c. g o v. 475 227 6701 L egatus-D A F @ kof c. or g • L egatus. or g 10980 12/19