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”


Financial Documents

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