Our dedicated staff is your first point of contact in planning and making a gift. Please contact us if you have questions regarding any of these materials.
Professional Advisor Resources
Bequest Language for Wills – Assist your clients in making one of the easiest planned gifts – naming a Catholic parish, school, ministry or non-profit as the beneficiary in their will.
Catholic Foundation Overview – Share this one page overview of the Catholic Foundation with your Catholic clients to introduce us and our ability to partner with you.
Donor Advised Funds with the Catholic Foundation vs. Private Foundations – Does your client understand the many advantages of creating a new donor advised fund versus a private foundation?
Gift Calculator – Run customized scenarios to identify which planned giving options work best for your client.
GiftLaw Pro E-newsletter for Advisors – Sign up here to receive a key resource – a complete, free tax update service.
Investment Policy – We invest for the future using a diversified portfolio that strives to follow the United States Conference of Catholic Bishops Socially Responsible Investment Guidelines.