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Important: 2023 Advisors Series Online Registration
Register here.

Registration for the 17th annual Advisors Series for Estate and Wealth Management Professionals on Thursday, Nov. 16 (buffet breakfast served at 7:30 a.m. and the program starts at 8 a.m.).

The program will feature Jonathan G. Blattmachr, co-author of nine books and more than 500 articles on estate planning and Teresa L. Bush, Esq., who has practiced law since 1991 and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration.

Participants will receive two hours of continuing education credit (CLE, CFP or CPE). Please call 972-661-9792 for any questions.

Have a question? Here’s where you can find some answers. If you’re still curious, you can reach out to one of our staff members directly to continue the search.

About the Foundation
  • What is the Catholic Foundation?

    The Catholic Foundation is a charity established to serve the community by promoting Christian philanthropy. The Catholic Foundation offers donors highly effective investment vehicles for their charitable resources, the finest professional stewardship of those funds, optimal tax benefits, and a program of generous and responsible giving to the community that creates meaningful and lasting legacies.

  • Is the Foundation part of the Diocese of Dallas?

    No. The Foundation is an independent 501(c)(3) non profit charitable organization governed by Catholic laity and managed by a professional staff.

  • How much money does the Foundation have and how much does it give away in grants?

    As of the end of 2022, The Catholic Foundation managed more than $250 million in charitable assets, and has awarded more than $267 million in grants since its founding in 1955. The Catholic Foundation typically awards more than $19 million in grants each year from more than 540 charitable funds and trusts it manages.

  • What percentage of the donated funds is used for operating expenses?

    Operating expenses are 1.4% of total assets under management.

  • What is the difference between The Catholic Foundation and Catholic Charities?

    The Catholic Foundation and Catholic Charities are two completely different nonprofit organizations. The Catholic Foundation is a community foundation that provides funding to Catholic Charities and many other nonprofit organizations that strengthen the community at large. Catholic Charities utilizes funds from The Catholic Foundation to provide social programs and services to individuals and families.

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  • Why should I give to The Catholic Foundation and not directly to my parish, Catholic School or favorite charity?

    You can continue to give to your favorite charity using a Donor Advised Fund at The Catholic Foundation. The Foundation offers “one-stop charitable giving” with a variety of tax advantage plans that continue current donations to your parish, Catholic school or favorite charity while at the same time planning for longer-term gifts and for making the Catholic community part of your will or estate plan.

  • Can I also give to non-Catholic organizations if I set up a charitable fund with The Catholic Foundation?

    Yes. While the Foundation supports primarily Catholic organizations, donors may establish charitable funds that support charities whose work is aligned with Catholic values within the United States.