Create a Fund

One of the most popular charitable giving tools available, a Donor Advised Fund with the Catholic Foundation can offer you a wealth of benefits including:

• An efficient, consolidated system for managing charitable giving
• Tax benefits to offset gains from asset sales, receipt of large bonuses/windfalls or as part of estate tax planning
• An annual summary of all your gifts for tax purposes
• Full charitable deduction for your gifts without having to make immediate donations to charities
• Ability to name your fund — or give anonymously — without having to establish a Private Family Foundation
• Create a fund with $5,000

With a permanent endowment, your commitment to the causes you care about can be continued beyond your lifetime. When you establish a permanent endowment fund with the Foundation, you can be assured that we will prudently invest and manage your permanent gift.

• Create a permanent endowment with a gift of cash, securities, or complex assets, or you can establish a Donor Advised Fund that can convert to a permanent endowment upon your passing.
• Once in place, your Endowment Fund will grow and make annual distributions to support the charities and/or charitable causes you’ve identified.
• The fund is managed to ensure a perpetual source of support so gifts will be distributed in your name for generations to come. Others can add to the endowment to honor your legacy.
• Create an endowment with $10,000

• A granting fund is an endowment invested for the benefit of a particular purpose. These endowments allow for 5-10% annual distributions which can be granted through the Foundation’s annual competitive granting process.
• Create a granting fund with $25,000.

• A designated fund is ideal for families, individuals and groups who are committed to support a specific project or charity and/or desire to set up a memorial for a loved one.
• Create a fund with $5,000.

• A tuition assistance fund is a permanent fund that holds its principal in perpetuity and is invested for the benefit of a particular purpose.
• Create a permanent tuition assistance endowment with a gift of cash, securities, or assets. The school or donor can even establish an endowment directed to a specific population or need.
• The tuition assistance endowment fund will grow and make annual distributions directly to the named school(s) according to your wishes, for generations to come.
• Once established, anyone can contribute to the fund and help it grow.
• Create a tuition assistance endowment with $10,000