Testimonials


“I became a member of the Preferred Advisors Group to make an impact. I grew up in a Catholic household and attended Catholic schools; the Jesuit education motto is “men and women for others” and I strive to live those words daily.

I appreciate the passion that the Foundation’s leaders bring to the table. I’ve worked closely with Angela on a few projects and am continually blown away by her relentless drive. She is inspiring giving and assisting donors in providing for the long-term needs of Catholic organizations and I’m blessed to be a part of it.”

I have a tremendous admiration for the Foundation and tell my clients about it whenever I can. “

-Chris Nemes, CPA, CPFA, AAMS, Raymond James


More testimonials from our Preferred Professional Advisors are coming soon! 

Learn from members of our Preferred Professional Advisors Group

 

Leaving a Legacy through your RMDPreparing your Giving Strategy: Why and How

Resources for Families Considering a Private Foundation
Planning for a Lasting Impact

 

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