Please refer to the annual reports listed in the News-Publications section of the website for information of the Foundation's financials.
Please contact us if you wish to be added to the mailing list to receive the annual report. You may also contact us to receive a copy of the audited financial statements or the Foundation's annual IRS Form 990.
When you give to The Catholic Foundation of North Georgia, you can be sure that the money is invested in accordance with Catholic teaching. The Catholic Foundation complies with the United States Conference of Catholic Bishops Socially Responsible Investment Guidelines. Click on the following link to review the Foundation's Investment Policy and the two asset allocation strategies which are available to those who establish funds: Investment Policy
The Board of Directors of the Catholic Foundation provides the professional investment management oversight through its Finance and Investment Committee. The Catholic Foundation's investment consultant, Rod Hennek, and his firm, Atlanta Consulting Group, serve numerous Catholic institutions in addition to his secular business, which totals more than $10 billion in assets.
Any church, school, or nonprofit which places its endowment with the Catholic Foundation can be confident that it will be managed in compliance with the regulations for endowment funds required by Uniform Prudent Management of Institutional Funds Act (UPMIFA).