Investment Pool Reports
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.
The Catholic Foundation has various investment allocations, selected to suit the investment criteria requested by the donor and in keeping with the spending plan of each fund. The investment committee and our external consultant monitor the pools quarterly.
Investment Model Pools
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Money Market Pool
- 100% in a money market fund
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Ultra Conservative Pool
- 30% in a money market fund
- 70% in high quality fixed income funds
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Conservative Pool
- 30% in US equities
- 10% in a money market fund
- 60% in high quality fixed income funds
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Balanced Pool
- 30% in US equities
- 20% in international equities
- 5% in a money market fund
- 45% in high quality fixed income funds
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Growth Pool
- 40% in US equities
- 30% in international equities
- 5% in a money market fund
- 25% in high quality fixed income funds
Donor Benefits to Investment Pool Structure
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Current and historic return information and market analysis on a timely and consistent basis
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Independent investment consultants continually monitoring each model
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Additional investment options
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Access to managers that are closed to new investors
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Changes can be made quickly and efficiently
The Catholic Foundation Pool Summaries Agency
Here to Serve
Please contact the Development Team at The Catholic Foundation to discuss your options and get started.
Darina O’Dowd Padian, CAP®
