Professional Advisor
The Catholic Foundation works with advisors to help them assist their clients with charitable giving to the Foundation. The Foundation works with estate planning attorneys, financial planners, wealth managers, and accountants.
As an advisor, your recommendations are pivotal to clients as they make decisions about distribution of wealth, bequests, and trust arrangements. We are happy to work in partnership with you across the diocese to increase philanthropy in our Catholic community.
The Foundation provides advisors:
Quarterly E Newsletter: Up-to-date information about the foundation, tips and resources for advising your clients about charitable giving options. To sign up for this free service, contact 201-4100.
Charitable Giving Opportunities - Staff can provide you with information about the current needs in the diocese and answer questions regarding specific gifting opportunties for families or individual to fulfill their philanthropy.
Meetings & Presentations - Staff offers parish and school presentations about the Foundation. We invite advisors to participate in these seminars. We also are avaialble to speak wth firm members, your professional organization or civic club.