Professional Advisors

The Catholic Community Foundation is a constant Catholic voice to professional advisors of our community. We are able to be provide a wonderful resource to fulfill the tax and estate planning needs of your clients.

For Advisors

The Catholic Community Foundation can be an excellent resource for your clients’ wealth and estate planning.

Philanthropic opportunities:

  • Donate to an existing or begin a new endowment fund. Learn More
  • Solve a tax problem and manage your philanthropic giving with a DAF. Learn More
  • Save administrative cost and burden by transferring an agency fund to our management
  • Use the Foundation as a resource for Legacy Planning. Learn More
  • Read about updates in your professional field. Learn More

View suggested bequest language attorneys may use in preparation of a will benefitting the Catholic Community Foundation.

Donor Advised Fund Match

The Catholic Community Foundation is excited to offer a match for Donor Advised Funds until Dec 2018! 
When your client contributes a minimum of $10,000, their parish will automatically receive an unrestricted donation of $500 from the Foundation and their DAF will receive a 5% match up to $5,000!

Your Client Can Get 5% Matched to Their Fund!
How the DAF Match Works

Tax Information

The Catholic Community Foundation of Santa Clara County
777 N. First St., Suite 490
San Jose, CA 95112
(408) 995-5219
FEIN: 83-0400149
Corporate Number: C2644881

* The Catholic Community Foundation does not provide legal advice or services and requests that all potential donors seek the services of a professional advisor prior to making a gift.