Catholic Foundation board members and staff have been on the road to provide updates on the work of the Foundation in the communities we serve.
In recent months, three meetings were hosted with invitations going out to pastors, parish finance council representatives, Catholic school leadership, and private individuals. The first for the Erie East and West Deaneries was held at the Erie Yacht Club, the second for the Greenville Deanery was at Tara: A Country Inn in Clark, and the third for the Eastern Vicariate was at The Red Fern in Kersey.
Each meeting included a presentation by our professional investment manager, Brad Stephan, of Concord Advisory Group. He provided an overview of the Foundation's current investment portfolio, its progress in the last year, and our full alignment with Catholic values investing. Lisa Louis, executive director, also spoke to the Foundation’s programs that support our Catholic community and recent significant engagement and momentum thanks to generous donors and investing organizations.
These presentations were enjoyed along with good food, Catholic fellowship, and meaningful conversations.
