Investments

The Catholic Foundation offers donor advised funds (which we call Personal Family Funds) to interested donors.  A Personal Family Fund is a charitable vehicle that allows you to recommend annual distributions to Catholic organizations of your choice.  You receive an immediate charitable deduction when you open your Personal Family Fund, and when you make any additional contributions to the fund.

A Personal Family Fund allows you to think about where you want to give support without the pressure of government or self-imposed guidelines for deductions or charitable distributions.  You can recommend how your fund is invested from the Catholic Foundation’s various investment options to optimize the dollars you have available to give to charity.