Professional Advisors
The Catholic Foundation encourages donors to use the service of a Professional Advisor to assist in understanding their personal financial situation to devise personal giving plans that best meet their overall financial goals, minimize their tax liability, and provide for their future. We have a close relationship with many such advisors, and offer several related tools.
Professional Advisors Group - This is a directory of Professional Advisors who have aligned themselves with The Catholic Foundation
Bequest Language -- We can provide sample language to be used within wills for the purpose of leaving a bequest to an endowment at The Catholic Foundation.
GiftLaw - This weekly e-newsletter covers topics of interest to Professional Advisors.
"I think there's a misconception that only the very wealthy are able or should consider an endowment. Really anyone that's been blessed and is a part of our Catholic family in the Diocese can get involved with the foundation for the benefit of their parish or parish school or ministry."