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Grant Process

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.

About Our Grant Process

Each spring and fall, The Catholic Foundation awards Dallas-area Catholic schools, churches and non-profit 501(c)3 organizations grants through the unrestricted Philanthropy Fund as well as endowment funds which support specific purposes.

The grant process from the letter of intent through final review takes approximately 2 months. The Foundation is unable to fund emergency projects.

Key Steps in the Grant Process

  1. Register your organization

    New applicants will create a username and password. Returning applicants will sign in using account credentials. Once you have completed the registration window, please allow 24 hours for approval by email.

  2. Letter of Intent

    The process begins with our online letter of intent (LOI) form. Once reviewed and approved, an email will be sent with a link to the full online application.

  3. Grant Application

    Invitation link will be furnished by email. The application and all uploaded documents must be submitted by the deadline to be considered.

  4. Site Visit

    Site visits are conducted by our trustees for all grant requests. Trustee will submit evaluations to the entire board for consideration.

  5. Grant Notification

    Applicants are notified within two weeks of board decision.

The deadline to submit a Letter of Intent is November 15, 2023, for the Spring 2024 grant cycle.

Here to Serve

For more information or inquiries about grants, please contact:

Ann Letteer

Director of Programs