For Parishes, Schools & Catholic Organizations

How will you sustain and grow your ministry?

Working with the Catholic Foundation will help you to further your mission today and strengthen your financial future by providing perpetual annual income. An established endowment fund gives your donors confidence that their gifts will have lasting, long-term impact.

Some of the benefits of investing through the Catholic Foundation include:

Socially responsible investing.

Of primary emphasis within the Catholic Foundation investment portfolios is the full alignment with United States Conference of Catholic Bishops socially responsible investment guidelines.

Pooled investments result in lower fees for our investors.

Investments receive professional oversight by our Investment Committee and assets are managed by Concord Advisory Group.

Confidence.

Agency endowment agreements ensure that the funds invested can only be used for the purpose donors state in the agreement. Endowments are part of a comprehensive, long-term financial plan providing annual income in perpetuity. Assets are more secure when associated with a legal endowment agreement.

Another way to give.

Permanent endowments are an appealing option for many donors who are selecting their planned gift beneficiaries. An endowment is an appealing complement to your donor’s existing support of your ministry.