The Catholic Foundation strives to exercise faithful, competent, and morally responsible stewardship in managing the material resources entrusted to it through contributions and other sources.

The primary objective of the Foundation is the long-term growth of principal and generation of income sufficient to offset distributions and investment fees and to preserve the purchasing power of the Foundation.

In accord with the Socially Responsible Investment Guidelines of the United States Conference of Catholic Bishops (USCCB), no investments are to be made in companies whose underlying operating activities are not compatible with the moral, social, and economic teachings and philosophy of the Catholic Church.