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.
Since 1955, we have served as a trusted charitable giving expert that partners with generous individuals, families and organizations for raising the quality of life in our community and beyond.
We provide effective ways to make meaningful charitable contributions while realizing significant tax advantages. We listen to your priorities, advise on strategic giving, handle the investment of the gift and manage your charitable grants to worthwhile causes.
The Catholic Foundation is audited annually by Grant Thornton. A full copy of our audited financial reports are listed below:
Investment Pool Reports
Our most recent investment pool reports can be seen here. If you are interested in previous years, please see the rest of our investment pool reports linked below.