Types of Funds
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 offers several types of charitable funds to facilitate your giving. Our staff is available to discuss these options with you and help you select the fund type that best fits your needs.
It’s easy to establish a charitable fund at The Catholic Foundation. Our professional staff will guide you step-by-step through the process. Here’s how it works:
5 Easy Steps
Establish your fund with an initial gift and/or translate your charitable intentions into a lasting legacy through your will or trust
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.
Here to Serve
Please contact the Development Team at The Catholic Foundation to discuss your options and get started.