The Professional Advisors Group (PAG) was established this summer. Professionals in the field of financial, estate, or insurance planning are invited to become members this dynamic group. Members share their expertise with fellow professional advisors on how to integrate philanthropy into conversations with Catholic clients.
The group also advises the Foundation about the changing needs of professional advisors and helps broaden the circle of advisors who recommend the Foundation to their clients. All members are invited to attend quarterly meetings with other professionals and will be recognized in the Foundation’s annual report. Sign up here.