Investment Pool Reports
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Fund Investment Information
The Catholic Foundation has various investment allocations, selected to suit the investment criteria requested by the donor and in keeping with the spending plan of each fund. The investment committee and our external consultant monitor the pools quarterly.
Investment Model Pools
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Money Market Pool
- 100% in a money market fund
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Ultra Conservative Pool
- 30% in a money market fund
- 70% in high quality fixed income funds
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Conservative Pool
- 30% in US equities
- 10% in a money market fund
- 60% in high quality fixed income funds
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Balanced Pool
- 30% in US equities
- 20% in international equities
- 5% in a money market fund
- 45% in high quality fixed income funds
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Growth Pool
- 40% in US equities
- 30% in international equities
- 5% in a money market fund
- 25% in high quality fixed income funds
Donor Benefits to Investment Pool Structure
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Current and historic return information and market analysis on a timely and consistent basis
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Independent investment consultants continually monitoring each model
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Additional investment options
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Access to managers that are closed to new investors
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Changes can be made quickly and efficiently
February 2024
The Catholic Foundation Pool Summaries Agency
February 2024
The Catholic Foundation Pool Summaries Restricted
Here to Serve
Please contact the Development Team at The Catholic Foundation to discuss your options and get started.
Darina O’Dowd Padian, CAP®
Vice President of Development
