Facilitating Change Through Generosity
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.
Why Choose The Catholic Foundation?
The Catholic Foundation offers generous individuals and families a way to make giving easier, more effective and we guide donors to leave a legacy uniquely aligned with their values and beliefs. We are your trusted advisor in philanthropy. Donors enjoy the satisfaction of knowing that their gift directly supports the Catholic and non-Catholic organizations that they choose.
Your Philanthropic Advisor
The Catholic Foundation welcomes a broad range of assets and facilitates both giving now as a current gift and giving later as a planned gift. Both current giving and planned giving can be used to establish individual funds at The Catholic Foundation and/or, more simply, to contribute to the Foundation’s unrestricted Philanthropy Fund.
We provide the knowledge, expertise and due diligence to evaluate, receive, manage and liquidate contributions in the most caring, efficient and tax-favorable manner. We are here to help fulfill your philanthropic intent consistent with your financial and estate plans.
Current Giving is comprised of gifts you make during the course of your lifetime to achieve your charitable and philanthropic goals.
Ways To Give
Mineral Interests, Royalties
Gifts of oil, mineral, and royalty interests are welcome, as well as income-producing intellectual property rights such as books, movies, music, and images.
Note: Automobiles are not accepted.
More About Giving
The Catholic Foundation offers several types of charitable funds to facilitate your giving. Allow us to help you select the fund type that best fits your needs.
Planned Giving provides a way to fulfill your charitable and philanthropic intentions with gifts made to The Catholic Foundation from your estate after your lifetime.
As active members of The Catholic Foundation philanthropic community, all donors can expect the highest level of service from our staff, officers, and trustees.
The Catholic Foundation is honored to support the many parishes, schools and non profit organizations in the Diocese of Dallas, especially through formal planned giving partnerships with select organizations.