The Foundation provides benefits to the donor while also offering vehicles by which to meet future needs and provide for the future well-being of our Catholic entities.
Perhaps the simplest, and therefore the most used form of gifting is the simple outright gift of cash or securities.
Charitable bequests are a favorite way for many donors to support Catholic causes.
Charitable trusts combine the features of a charitable gift with on-going income to the donor during his/her lifetime.
Each of these opportunities include an underlying endowment contract carry out each donors wishes into the future.
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Solid and Professional
The Foundation has an active Investment Committee that works with professional investment managers.
The overall investment policy of The Foundation is to recognize that all investments should mitigate risks as best as is possible and return a reasonable rate of return. The accounts of The Foundation are reviewed and audited by a firm of Certified Public Accountants.
Our investment policy conforms to the guidelines as set by the U. S. Conference of Catholic Bishops.