A fourth investment product that provides pastors with an intermediate investment option and more flexible access to their investment funds was approved by the Board of Directors of the Catholic Foundation at its October 2018 board meeting. During one-on-one meetings and in group presentations, pastors had expressed interest to the Foundation to consider a donor designated investment option. “The Catholic Foundation wants to make sure we are serving the needs…

The Catholic Foundation received a gift of $300,000 from the estate of Albert J. Neupauer in December 2018. The total value of the scholarship endowment fund started by Neupauer increased six times with the addition of his bequest. Exactly one year before his death on August 21, 2018, Neupauer signed an agreement with the Catholic Foundation to establish the Albert J. Neupauer Education Endowment Fund. Neupauer wanted to provide young…

In an effort to provide additional value to its endowment fund partners, the Catholic Foundation recently rolled out customized marketing and planned giving programs.  The focus is to help partners raise awareness among its constituencies about their endowment funds managed by the Foundation.  The goal is to help foundation partners get additional contributions and grow their endowments. “Offering these services and resources is another way the Catholic Foundation differentiates itself…