Endowment Fund

An Endowment Fund provides a source of annual income to a Catholic organization of your choice. This fund is designed to function in perpetuity, making it possible for you to ensure long-term financial support to your chosen cause. Once established, anyone can make additional contributions to the fund in any dollar amount.

KEY BENEFITS

  • Endowment Funds allow you to designate to any Catholic organization, or leave unrestricted to serve the greatest need
  • The Catholic Foundation manages the fund and distributes income to the selected organization
  • Open with cash, marketable securities or other assets
  • Ability to fund at death with an estate gift or designation in a will
  • Invested in accordance with the United States Conference of Catholic Bishops guidelines for Socially Responsible Investments
  • Avoid capital gains taxes on long-term, highly appreciated assets
  • Reduction in income taxes

If you are interested in learning more or starting your own Endowment Fund, please visit Open A Fund.

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