Helping Catholics Make

a Lasting Difference.

Professional Advisor Resources

To Share with Your Clients

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.
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.

 

 

Tools and Information You Can Use

How the Catholic Foundation Serves Professional Advisors
Catholic Foundation Professional Advisors Network – Learn more about the network and how it can benefit you.
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.
Advisor Reference Guide and News
Tools for Charitable Giving
 

2020 Investment Forum

2020 Catholic Foundation Investment Forum Handout

Investment Forum Slideshow
Investment Forum – Speaker Highlights Video
 

Financial Documents

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