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Advisor Resources

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.

We invite professional advisors to avail of the Foundation’s tools and resources when working with your clients on their philanthropic intentions. 

GiftLaw Services

We offer complete tax services for CPAs, attorneys, CLUs, CFPs, ChFCs, and trust officers. The GiftLaw services are made available to all advisors as a free service.

Gift Calculator

We are available to assist in helping you provide clients with clear and understandable gift illustrations.

Professional Advisors Handbook
Learn more on the workings of The Catholic Foundation and how the Foundation can work for you. This workbook serves to provide attorneys, accountants, and other professionals, as well as donors, community members, and interested friends with the information needed in order to make best use of the resource that is The Catholic Foundation.
The Good Advisor
This issue discusses SECURE 2.0’s new charitable rollover option and how clients can take advantage of the opportunity to use retirement assets to make a gift and secure a lifetime income.

The Catholic Foundation vs. a Private Foundation

Many of your clients will assume they need a private foundation to achieve their philanthropic goals. Over the years, we have found that most donors who establish funds with The Catholic Foundation enjoy virtually the same benefits that would accrue to a private foundation, but without the onerous reporting and spending requirements.

Through an agreement with The Catholic Foundation (TCF), your fund will be set up and named based on your preference. The fund will be managed and administered by TCF, but you will be able to choose fund advisors and advise the Foundation about preferences regarding grant recipients and gift amounts. Distributions will be made in the fund’s name, and you will receive annual financial statements. Since the fund is considered part of The Catholic Foundation’s holdings, it will receive all related tax exempt benefits.

Through a unique collaboration with The Catholic Foundation (TCF), you can form a supporting organization. Structured as a separate corporation or trust, a support organization has its own nonprofit board, bylaws, articles of incorporation and financial statements. If it is a trust, it also has its own trustees. However, by sharing management and administration with TCF, a support organization is particularly cost effective. Most importantly, it is for tax purposes a public charity, entitling its donors to the most generous tax deduction available.

A private foundation allows extensive donor control over distributions and board selection. However, private foundations are highly controlled by the government with many special restrictions, including administrative and reporting burdens, excise taxes, and a required minimum payout. In recent years, significant limitations on charitable deductions available for gifts to private foundations have minimized the appeal of this tool.

Extensive Comparison Chart View Now