Helping Catholics Make

a Lasting Difference.

Professional Advisor Resources

 

Catholic Foundation Overview (English) and (Spanish) – Share this one page overview of the Catholic Foundation with your Catholic clients to introduce us and our ability to partner with you.

Advisor Reference Guide
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.

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

 

Financial Documents

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