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.
2018 #iGiveCatholic Thank You Video
2018 Lessons Learned Slide Presentation
2017 #iGiveCatholic Thank You Video
2017 #iGiveCatholic Atlanta – Overview Video
2017 Best Practices Video Compilation
2017 Best Practices Video – Parishes (St. Lawrence Catholic Church)
2017 Best Practices Video – Schools (St. Pius X Catholic High School)
2017 Best Practices Video – Non-Profit/Ministry (Ignatius House Jesuit Retreat Center)
Professional Advisor Resources
Advisor Reference Guide
Audited Financial Statements
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.
Tools for Charitable Giving