Investing with the Catholic Community Foundation

The Catholic Community Foundation believes your philanthropy should be fueled by socially responsible investing that is consistent with the teachings of the Catholic Church.

Through our relationship with JP Morgan, we have composed four USCCB compliant portfolios that aim to minimize cost, capture high-quality investments, and provide adequate returns to help your charitable dollars grow tax-free over time.

Our goal is to ensure that your charitable goals are achieved – whether that entails maintaining the purchasing power of your endowment until the second coming of Christ or providing a safe-haven to ensure your favorite charity or initiative has the funds needed for immediate impact. We are here to faithfully steward your money.

What is the difference between socially responsible investing and investing in accordance with the USCCB?

As a Catholic organization, the United States Conference of Bishops (USCCB) draws the values, directions and criteria which guide its financial choices from the Gospel, universal church teaching and Conference statements. The three strategies employed:

  1. Do no harm (avoid evil)
  2. Active Corporate Participation
  3. Positive Strategies (“Promote the Common Good”)

Learn more about the USCCB at www.usccb.org/about

At the Catholic Community Foundation, we promote “Putting your money where your faith is”. Catholic investing, or Catholic values investing, is the process of eliminating companies that act or are in the business of acting contrary to our belief system. Taking Catholic values investing one step further is actively including companies that exemplify or promote business practices that are consistent with our values. It is our job, along with our investment partner, finance and investment committee and management team that we ensure this model is enacted on a day to day basis.

Our Finance and Investment Committee, along with our management team, is responsible for overseeing the activity and holdings of the investment manager to ensure there is adequate compliance with the Investment Policy Statement. The Investment Policy Statement is a tool that governs the rules, goals, and objectives of the Foundation’s investment practices. Although the investment partner acts as a fiduciary, we layer in additional safeguards to ensure we are honoring our call to remain compliant with the USCCB standards.