Skip to Content

Facilitating Change Through Generosity

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.


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

Current Giving is comprised of gifts you make during the course of your lifetime to achieve your charitable and philanthropic goals.

Ways To Give

  • Cash

    Donate any amount online or mail a check. We also accept wire transfers and ACH payments. Please check with your employer for matching funds as we qualify and can facilitate.

  • Publicly Traded Stock, Closely Held Stock, and Appreciated Assets

    Transfer assets, a tax advantaged way to give, and designate your area of interest. Contact us about gifts of business interests before you sell. See Donor Services for stock transfer information.

  • Retirement Plan Assets

    For those 70 ½ and older, make annual gifts up to $100,000 from your IRA to lower your income tax. A bonus is it also qualifies for your required minimum distribution (RMD). QCD’s do not apply to 401(k) programs.

  • Real Estate

    Consider gifting your home, farm, or commercial property now or your after lifetime.

  • Life Insurance

    Donate a new or existing policy and name The Catholic Foundation as owner and beneficiary.

  • 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.

Donor Services

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.

Donor Spotlight

“Love of the Carmelite nuns is in our DNA.”
Marina & Jim Bradley / Donors
“Follow your heart, invest your time and resources wisely. Get personally involved.”
Peggy & Len Ruby / Donors
“With guidance from the Foundation, we have the opportunity to help strengthen the preaching of priests, deacons and seminarians, so they’ll flourish in their ministry.”
Barbara & Jim Moroney / Donors
“Involvement with The Catholic Foundation isn’t just for those with ‘deep pockets’. I enjoy the flexibility and ease of using just one account to recommend grants for all of my charitable interests.”
Fr. Jason Cargo / Donors
“The investment results have increased the value of our Fund’s balance, making more dollars available to donate.”
Margaret & Henry Hermann / Donors
“From our Catholic upbringing, we learned very early on to be thankful for our God given gifts and to use those gifts to serve others.”
Georgia & Marc Lyons / Donors