Professional Advisors

DEVELOPING STRONG RELATIONSHIPS

The Catholic Community Foundation builds strong communities by helping donors achieve their charitable goals. We are a leader, a catalyst and a resource for Catholic philanthropy. We make grants to meet the needs of the Catholic community and to provide accountable philanthropic services for people and organizations. Most prospective donors work with their professional advisors, i.e., attorneys, accountants, brokers, bankers, trust officers, life insurance agents and financial professionals, as they make charitable giving decisions. Thus, the Foundation strives to establish strong, trusted relationships with these influential advisors in order to communicate more efficiently with prospective donors. We understand that the primary motivation of advisors is to do what is best for their clients, and we believe that working with CCF provides donors with the best vehicles for achieving their charitable goals, while enhancing the services that advisors provide to their clients.

Professional Advisors are working with the Catholic Community Foundation by:

  • Building endowment funds that grow and benefit the mission at the Catholic Church for generations to come
  • Helping to create an individual or family philanthropic legacy
  • Offering donor involvement in selecting charities
  • Assisting clients in helping their parishes, schools and charities in ways they value
  • Completing charitable agreements with ease and flexibility
  • Facilitating giving to multiple qualified charitable interests
  • Being flexible and responsive to donor needs
  • Accepting a variety of assets
  • Offering maximum tax advantages
  • Offering low-cost administration
  • Preserving donor intent in perpetuity
  • Being prudent in its stewardship and investment practices
  • Providing personal and customized advice for clients in building individualized charitable giving programs
  • Making it easy and flexible to change charitable recipients

Resources: