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Predictable. Secure. Forever.A long-term approach to financial sustainability.
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special offer!
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Multiply your Impact with our Million Dollar Match Program!
After much examination and discussion, the Foundation has officially launched the new iteration of the “Million Dollar Match”. Effective July 1, 2021, the new terms of the “Million Dollar Match” are as follows; CCF will MATCH 25% of ANY contribution from an organization to a newly created or existing endowment held by CCF up to $1M. This means for every dollar you add to your endowment, CCF will add an additional .25c up to $250,000. For example, if you held $1,000,000 with another institution and moved the endowment money to CCF, we will add an additional $250,000 to your fund! Contact a member of our team to learn more about this opportunity.
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Endowments
YOU WANT TO HOLD YOUR INVESTMENTS SAFE. LET US BE THE SOLUTION.
The Catholic Community Foundation has been serving the Phoenix valley since 1983. Currently holding over $95 million in assets under management, we are your trusted financial partner for long-term, charitable giving.
What is an endowment?
An endowment fund is designed to withstand a fluctuating market through morally responsible investing practices. An endowment fund continues to grow through an investment pool and donations from supporters, while at the same time, a percentage of the return is given each year to the nonprofit organization the fund is created for. In other words, annual income will be provided forever, creating a guaranteed pot of money the organization can count on year after year, no matter what.
The table above represents the key value and purpose of an endowment. As time goes on, endowments aim to close the gap between expenses and the amount of donations needed to break even on an annual basis. As the endowment balance grows, fewer donations are needed to sustain your operations. The sustainability and predictability of the endowment income is high, while the amount of donations each year is unpredictable and subject to economic and social factors outside of the control of the nonprofit. This inconsistency can lead
to shortfalls and potential disruption to the mission.Why is An Endowment Important?
We are called to be good stewards of our property, buildings, programs, and services. This includes securing the necessary funds to cover today’s expenses, as well as building capacity for future growth. Endowments are critical to the long-term survival of parishes, schools, and charitable organizations because they provide a permanent and stable source of income over time.
To learn more about endowments and how the Catholic Community Foundation can help you achieve your goals, call 480.651.8811.
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“I absolutely believe in the value of perpetual endowment investing... Mt. Claret has seen the value {of endowments} and has since established two other perpetual endowment funds with CCF. All three of our funds continue to grow and replenish the needs of our organization while giving our community a way to show their love and support back to Mt. Claret.”
—Tom McGuire, Mt. Claret Retreat Center, Director
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Did you KNow?
The Catholic Community Foundation manages endowment funds for 98% of the parishes in the Diocese of Phoenix. The CCF Team would love to help educate you and your parishioners on the importance of long-term investing through our Endowment Drive Program. With the help of your community and CCF, you can be sure your parish will provide a place for community worship for generations to come.
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Contact Us
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kfelixccfphx.orgCertified Public Accountant
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organizational Resources
The Catholic Community Foundation partners with Diocese of Phoenix parishes, schools, and charities to help them create opportunities for sustainable funding of their missions.
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Catholic Savings Fund
The Catholic Community Foundation’s new Catholic Savings Fund provides a flexible short-term investment option that is superior to a bank savings account, CD or stocks and bonds.
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