Contribution Deadlines
This reference will assist you in making year-end contributions to your donor-advised fund. Following the guidelines below will ensure that Franciscan University Donor-Advised Fund powered by Knights of Columbus Charitable Fund receives and processes your contributions by the IRS deadline for inclusion in your tax return. Contributions must be made to “Knights of Columbus Charitable Fund” in order to be eligible for tax deductions. Please include “Franciscan University DAF” in the memo line of your check. Additional forms are available at franciscan.edu. If you need assistance, contact Liz Schriner, at [email protected] or (800) 873-6447.
Check
Actions Required
Submit a check made payable to “Knights of Columbus Charitable Fund” and include “Franciscan University DAF” in the memo line.
U.S. Mail must be postmarked by December 31.
FedEx/Overnight must be received by December 31.
Please note the name of the donor-advised fund in the memosection of the check.
Deadline*
U.S. Mail: December 31
FedEx/UPS: December 30
Money Wire
Actions Required
Instruct the financial institution to wire the funds on or before December 30.
Suggested: Initiate transfer no later than December 26.
Deadline*
December 30, Initiate Transfer by December 26
Stock
Actions Required
Submit a “Letter of Authorization” to the firm holding the stocks.
Submit a copy of the “Letter of Authorization” to Knights ofColumbus Charitable Fund c/o Franciscan University DAF.
Instruct financial institution to DTC securities.
Suggested: Initiate transfer no later than December 26.
Deadline*
December 30, Initiate transfer by December 26
Stock Certificates
Actions Required
U.S. Mail must be postmarked by December 31.
FedEx/Overnight must be received by December 31.
Send certificates and stock power separately.
Deadline*
U.S. Mail: December 31
FedEx/UPS: December 30
Bonds
Actions Required
Submit a “Letter of Authorization” to the firm holding the bonds.
Submit a copy of the “Letter of Authorization” to Knights of Columbus Charitable Fund c/o Franciscan University DAF.
Suggested: Initiate transfer no later than December 26.
Deadline*
December 30, Initiate transfer by December 26
Mutual Funds
Actions Required
Submit a “Letter of Authorization” to the firm or transfer agent holding the mutual funds.
Submit a copy of the “Letter of Authorization” to the firm or transfer agent holding the mutual funds to Knights of Columbus Charitable Fund c/o Franciscan University DAF.
Suggested: Initiate transfer no later than December 14.
Deadline*
December 30, Initiate transfer by December 26
Special Securities, Real Estate, and Closely Held Stock
Actions Required
Contact Liz Schriner at [email protected] or (800) 873-6447.
Deadline*
December 30
*To ensure your charitable contributions count, please make every effort to ensure gifts are received by the last business day of the year, December 30.
Knights of Columbus Charitable Fund is an independent, nonprofit, public charity with a donor-advised fund program. Various entities affiliated with Knights of Columbus provide certain investment management and administrative services to Knights of Columbus Charitable Fund. Knights of Columbus Asset Advisors, an SEC registered investment advisor, serves as the investment manager of Knights of Columbus Charitable Fund, and the assets are invested in investment funds managed by Knights of Columbus Asset Advisors. Investing involves risk. The value of an invested donation will fluctuate over time and may gain or lose money.
Information provided is educational in nature and is not intended as legal, tax, financial, or other professional advice. Knights of Columbus Charitable Fund does not provide legal, tax, financial, and other professional advice. You should consult professional advisors concerning the legal, tax, or financial consequences of your charitable activities. Tax information provided relates to federal tax matters only, and availability of certain federal tax deductions may depend on whether you itemize deductions.
Colorado: Colorado residents may obtain copies of registration and financial documents from the office of the Secretary of State, 303-894-2860, www.sos.state.co.us/ registration number pending. Florida: A COPY OF THE OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-HELP-FLA OR ONLINE AT www.FloridaConsumerHelp.com. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL, OR RECOMMENDATION BY THE STATE. REGISTRATION # PENDING. Maryland: For the cost of postage and copying, documents and information filed under the Maryland charitable organizations laws can be obtained from the Secretary of State, Charitable Division, State House, Annapolis, MD 21401, 800-825-4510. Mississippi: The official registration and financial information of Knights of Columbus Charitable Fund may be obtained from the Mississippi Secretary of State’s office by calling 1-888-236-6167. Registration by the Secretary of State does not imply endorsement by the Secretary of State. New Jersey: INFORMATION FILED WITH THE ATTORNEY GENERAL CONCERNING THIS CHARITABLE SOLICITATION AND THE PERCENTAGE OF CONTRIBUTIONS RECEIVED BY THE CHARITY DURING THE LAST REPORTING PERIOD THAT WERE DEDICATED TO THE CHARITABLE PURPOSE MAY BE OBTAINED FROM THE ATTORNEY GENERAL OF THE STATE OF NEW JERSEY BY CALLING 973-504-6215 AND IS AVAILABLE ON THE INTERNET AT www.njconsumeraffairs.gov/charity/chardir.htm. REGISTRATION WITH THE ATTORNEY GENERAL DOES NOT IMPLY ENDORSEMENT. New York: Upon request, a copy of the latest annual report can be obtained from the organization or from the Office of the Attorney General, by writing the Charities Bureau, 120 Broadway, New York, NY 10271. North Carolina: Financial information about this organization and a copy of its license are available from the State Solicitation Licensing Branch at 1-888-830-4989. The license is not an endorsement by the State. Pennsylvania: The official registration and financial information of Knights of Columbus Charitable Fund may be obtained from the Pennsylvania Department of State by calling toll free, within Pennsylvania, 1-800-732-0999. Registration does not imply endorsement. Virginia: Financial statements are available from the State Division of Consumer Affairs, Department of Agricultural and Consumer Services, P.O. Box 1163, Richmond, VA 23218. Washington: The notice of solicitation required by the State Office of Consumer Affairs is on file with the Washington Secretary of State, and information relating to financial affairs is available from the Secretary of State, and the toll-free number for Washington residents: 800-332-4483. West Virginia: West Virginia residents may obtain a summary of the registration and financial documents from the Secretary of State, State Capitol, Charleston, West Virginia 25305. Registration does not imply endorsement.
