As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.
Many Catholics, who have been especially blessed in their lives, are often in search of a way to leave a lasting legacy that is meaningful to them and reflects the importance of their faith. We believe this may aptly describe some of your clients. You can help them achieve their charitable goals by referring them to the Catholic Community Foundation. In doing so, they will value you even more as someone who truly understands their goals and wishes.
We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist you as you incorporate your clients’ philanthropic objectives into well-crafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.