The Catholic Community Foundation can be an excellent resource for your clients’ charitable wealth & estate planning.
We help individuals and families with ideas and vehicles so they can execute their philanthropic goals during and after their lifetime.
Building relationships with and educating professional advisors (CPAs, Estate Planning Attorneys, Wealth Managers, etc.) are key so that, when appropriate, advisors can direct clients to our Donor Advised Funds, Family Funds (endowed & non-endowed), Family Legacy Plan, and other philanthropic consultation services.
What is The Catholic Community Foundation?
We are a 501(c)3 nonprofit organization, and as a community foundation, we manage funds for individuals and organizations. We help your clients with ideas and vehicles so they can execute their philanthropic goals during and after their lifetime.
- As a repository of grant requests for the local Catholic community, we can inform donors about effective programs that would benefit from their support.
- We partner with Jordan Park, an investment advisory firm in San Francisco, and have a sophisticated investment committee to optimize investment returns.
- We offer donors the option to retain a private financial advisor with a gift of ≥$1 million.
- We accept complex gifts such as real estate, operating partnership shares, cryptocurrency, etc.
- All investments are managed under the United States Conference of Catholic Bishops Guidelines
Which clients would be a good fit to work with us?
Your clients who identify as Catholic or who support Catholic causes will likely resonate with our mission. We also appeal to a broader set of donors due to our emphasis on local needs, personalized attention and philanthropic support.
An ideal client is someone who wants…
- to include a charitable intent in their estate plan but doesn’t know where to start
- innovative ideas for combining multiple types of giving vehicles and/or beneficiaries
- a Donor Advised Fund with a high-touch, personalized and high-tech, paperless experience
- a partner to be the guardian of their charitable wishes after their lifetime
Our Services
Family Funds
Donor Advised Funds
- High tech (online donor portal for fund management) AND high touch (personalized philanthropic consultation and resources in clients’ areas of interest)
- We provide information about opportunities to meet needs in our community. Your client moves money to a DAF for an immediate tax deduction and then decides later which charities they wish to support.
- Ability to accept stock and complex assets (cryptocurrency, real estate, etc.)
- Investment options & possibility to stay with current investment manager
Endowed & Non-Endowed Family Funds
- Provide FOREVER VALUE to key charities with endowment or
- Create a custom granting timeline/payout with non-endowed fund
- Family name remembrance with grants
- Protection of intent
- Variance power for the donor
- Eligible for QCD from retirement assets
Learn more about our Family Funds >>
Institutional Funds
Designated & Purpose Driven Funds
Your clients may donate to an existing fund or create a new fund for a specific organization/program or area of work. These funds are open to donations from the public.
See our full list of Designated & Purpose-Driven Funds here >>
Institutional Funds
Legacy Planning Services
We can be your clients’ partner in defining and implementing a charitable gift through their estate plan. We make donating to charity after one’s lifetime simple for both the advisor and the client.
- “Single beneficiary” strategy with our Family Charitable Legacy Plan
- Donors name the Foundation as their single charitable beneficiary and we distribute the gift according to their wishes – creating or contributing to funds or facilitating donations directly to organizations
- Legacy gifts made to DAFs for the next generation
- Donors can set up or add to existing Donor Advised Funds to fuel philanthropy in the next generation
- Can create endowed or non-endowed funds
Learn more about our Family Charitable Legacy Plan >>
Philanthropy Planning Services
The Foundation works with our fund holders to help them craft and execute their philanthropic plans. We walk with families along this journey as they discover their motivations and inspirations, set their goals, and measure the impact of their grant making.
Resources & Ideas for your Clients
See our resources page for tax information, forms to download, and ideas for your clients.
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