Advisor Flipbooks

Information provided by Independent Advisor Solutions by SEI, a strategic business unit of SEI Investments Company (SEI). Neither SEI ® nor its subsidiaries provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. Investing involves risk including possible loss of principal. This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information is for educational purposes only and should not be interpreted as research, legal opinion or advice. The SEI Giving Fund underlying investment options are distributed by SEI Investments Distribution Co., a wholly owned subsidiary of SEI. Some information contained herein has been provided to SEI by an unaffiliated third party. SEI cannot guarantee the accuracy or completeness of the information and assumes no responsibility or liability for its incompleteness or inaccuracy. Your advisor is not affiliated with SEI or its subsidiaries. SEI Giving Fund, a program of the Renaissance Charitable Foundation Inc. Contributions are irrevocable. Once the Foundation accepts a contribution, the gift is irrevocable and may not be refunded. All accepted gifts become the exclusive legal property of the Foundation. Renaissance Charitable Foundation Inc. is registered to solicit contributions in every state where such registration is required including the District of Columbia. The following disclosure notices are required by state laws. Florida: A copy of the official registration and financial information may be obtained from the Florida Division of Consumer Services by calling toll-free (1-800-435-7352) within the state or via the internet at www.800helpfla.com. Registration does not imply endorsement, approval, or recommendation by the State of Florida. Our Florida registration number is CH13085. Maryland: A copy of the current financial statement of Renaissance Charitable Foundation Inc. is available by writing 8910 Purdue Road, Suite 555, Indianapolis, IN 46268 or by calling 866-803-0389. Documents and information submitted under the Maryland Solicitations Act are also available, for the cost of postage and copies, from the Maryland Secretary of State, State House, Annapolis MD 21401, 410-974-5534. Mississippi: The official registration and financial information of Renaissance Charitable Foundation Inc. 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 http://www.state.nj.us/lps/ca/Charfrm.htm. Registration with the Attorney General does not imply endorsement. New York: A copy of the current financial statement of Renaissance Charitable Foundation Inc. may be obtained by writing 8910 Purdue Road, Suite 555, Indianapolis, IN 46268 or by writing the New York State Attorney General's Charities Bureau, Attn: FOIL Officer, 120 Broadway, New York, New York 10271. North Carolina: Financial information about this organization and a copy of its license are available from the North Carolina State Solicitation Licensing Branch at 1-888-830-4989 (within North Carolina) or 919- 807-2214 (outside of North Carolina). The license is not an endorsement by the state. Pennsylvania: The official registration and financial information of Renaissance Charitable Foundation Inc. 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: A copy of the current financial statement of Renaissance Charitable Foundation Inc. is available upon request by writing the Office of Consumer Affairs, Department of Agriculture and Consumer Services, P.O. Box 1163, Richmond, VA 23218. Washington: A copy of the current financial statement of Renaissance Charitable Foundation Inc. may be obtained from the Office of the Washington Secretary of State by calling toll free 1-800-332-4483 or at http:\\www.sos.wa.gov/charities. 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. Wisconsin: A copy of the latest financial report filed with the Wisconsin Department of Regulation and Licensing may be obtained by writing to Renaissance Charitable Foundation Inc. Registration does not imply endorsement, approval, or recommendation by the state. Index returns are for illustrative purposes only and do not represent actual fund performance. Index returns do not reflect any management fees, transaction costs or expenses. Indexes are unmanaged and one cannot invest directly in an index. Past performance does not guarantee future results. Tax calculations exemplified do not account for any state or local taxes that may be due. © S E I 2 0 2 2 2 2 0 0 3 9 . 4 5 I A S ( 0 9 / 2 2 )

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