​When you create a fund with the Catholic Community Foundation – or transfer a fund to us from another location – your gift helps strengthen our faith communities and secures the future of our Catholic faith. Your generosity impacts the Church immediately and in the long term.

The Catholic Community Foundation will provide you with an agreement that clearly specifies your wishes. Your intent as a donor will be upheld forever. The Catholic Foundation has gift planning professionals to assist you through the process and who know the Catholic community and its unique needs. The Catholic Foundation will handle your fund in a manner consistent with your values and wishes.

Endowment Fund

An Endowment Fund is designed to provide lifelong sustainability, making it possible for you to ensure the long-term financial support for your parish, school, ministries and organizations that adhere to Catholic values and social teachings meaningful to you. Once established, anyone can make additional contributions to the fund in any dollar amount.

Make a Gift

• Establish a named Endowment Fund with a minimum of $10,000.
• Donate cash, stock or other marketable securities.
• Make a Qualified Charitable Distribution from your IRA.
• Make a bequest through your will, trust or insurance policy.

Grow Your Donation

• The fund is placed in the Foundation’s investment pool providing the benefits of a diverse investment portfolio which follows the United States Conference of Catholic Bishops guidelines for Socially Responsible Investments.
• You can continue to make additional tax-deductible contributions.
• Once the endowment is funded, it takes approximately 1 year before a distribution can be drawn to allow earnings to grow.

Endowment Distribution

• Designate any Catholic organization, IRS Section 501(c)(3) designated charity that is in alignment with Catholic values or leave unrestricted to serve the greatest need.
• Following the Foundation’s distribution policy and in-line with the fund agreement, a distribution is made annually to the agreed upon beneficiary.
• The current spendable rate is 4.5% of the average account value of the past 20 quarters.

Key Benefits

• May be eligible for a tax deduction.
• Avoids capital gains taxes on long-term appreciated assets.
• Provides a perpetual annual source of revenue for the parish, school or ministry.
• Honor and memorialize a loved one, if so desired.
• It’s simple. We handle all the administrative details – including investment management.
• It’s a lasting testament of your faith by continually impacting the ministries that matter to you. 

Create an Endowment Fund

Donor Advised Fund

This fund invests your charitable gift to grow tax-free for future giving. A Donor Advised Fund is like a charitable investment account for the sole purpose of supporting charitable organizations.

Make a Gift

• Open a Donor Advised Fund with a minimum of $2,500.
• Gifts to your DAF are tax-deductible contributions.
• Donate cash, stock or other marketable securities.

Grow Your Donation

• The fund is placed in the Foundation’s investment pool providing benefits of a diverse investment portfolio which follows the United States Conference of Catholic Bishops guidelines for Socially Responsible Investments.
• You can continue to make additional tax-deductible contributions.

Support Organizations, Now or Over Time

• You recommend what grants are to be made for charitable purposes, according to what matters to you most.
• Organizations must be an IRS Section 501(c)(3) charity and be in alignment with Catholic values and social teaching.
• The staff at the Foundation are aware of the needs in our Catholic community and can assist you in discovering opportunities to make an impact with your giving.

Key Benefits

• Sustains charitable giving over time, through retirement and beyond.
• Create a lasting Catholic legacy for your family by converting the balance of the Donor Fund to an Endowed Fund at your direction.
• Flexible and easy to establish.
• Provides immediate tax deduction in the year your gift is made.
• Eliminates capital gains tax when you donate appreciated assets.
• Provides a low-cost alternative to a private foundation.
• Administrative work handled by the Foundation.
• Ease of tracking all your giving in one place.

Create a Donor Advised Fund