Helping Catholics Make

a Lasting Difference.

Donor Resources

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.
 
Catholic Foundation Overview as of June 30, 2019 – English
Catholic Foundation Overview as of June 30, 2019 – Spanish

IRA Rollover Brief

Bequest Language for Wills
Gift Acceptance Policy
Instructions for Transferring Securities

Year End Charitable Gift Opportunities

Questions to Ask Your Tax Advisor about “Bunching”
 

2020 Investment Forum

2020 Catholic Foundation Investment Forum Handout
Investment Forum Slideshow
Investment Forum – Speaker Highlights Video

 

Donor Advised Fund Holders

Already a donor advised fund holder?  Use these two links to register and learn more tips for using the Donor Portal.  The Donor Portal is the Catholic Foundation’s password-protected interactive online program that will allow donors to view their funds and charitable giving at any time and to request consideration of specific grants or distributions from their fund.
 
Instructions for registering for the Donor Portal
Tips for using your online Donor Portal account
 

Financial Documents

501c3 Tax Exempt Status
Audited Financial Statements
Investment Policy
IRS Form 990 – Informational Tax Return – please contact us.