For Professional Advisors

The Catholic Foundation welcomes your participation in a unique partnership structured to provide your clients with a plan for their philanthropic pursuits that is as effective, efficient and rewarding as every other element of the financial and estate planning you facilitate.

We invite you to avail yourself of the Foundation’s considerable resources for professional advisors, many of which, including the Professional Advisor Handbook, and a newsletter for advisors, The Good Advisor, can be found on this website.

To add your name and business affiliation to our mailing list of professional advisors, and to receive publications, updates and invitations from The Catholic Foundation, please click here.

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The Catholic Foundation | 12222 Merit Drive, Suite 850, Dallas, TX 75251| 972.661.9792 phone | 972.661.0140 fax | info@catholicfoundation.com