Here To Serve The Professional Advisor Community
All are invited to a free seminar on Saturday, April 27 from 10 a.m. to 2 p.m. involving advance planning for important end-of-life issues from a Catholic perspective.
The free Circle of Life seminar has been designed to help keep you and your family from having to make difficult decisions on the fly, and offer your entire family peace of mind.
Professional Advisors
Why Partner with The Catholic Foundation?
The Catholic Foundation promotes compassionate charitable giving and stewardship that serves donors and the needs of the community. Our professional staff is available to work alongside you to help your clients meet their charitable goals with ease and simplicity.
Our Reasons
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We Provide Guidance
The Catholic Foundation provides guidance, insight, and customized personal service in charitable planning and establishing philanthropic legacies.
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We are your Trusted Partner
We are your trusted partner and philanthropic advisor. We work alongside advisors to enhance their role with their clients.
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We Make it Easy
We make it easy with customized solutions for your client’s unique needs. The Catholic Foundation can be a value-added to the services you provide to your clients who wish to weave philanthropy into their estate plans.
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We Maximize Charitable Impact
We maximize charitable impact and tax benefits by helping streamline your clients’ current giving process for maximum impact.
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We are a Trusted Giving Vehicle
For almost 70 years, we are a trusted giving vehicle within the Catholic community and beyond with an experienced Development team.