Open A Fund

GivingOpen A Donor Advised Fund

Thank you for your interest in The Catholic Foundation

Our Development team is experienced, knowledgeable, and focused on helping you maximize your charitable goals. We share a passion to help your generosity do the most good for our Catholic community.

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Name*

First Last

Spouse’s Name

First Last

(If Applicable)

Mailing Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Email Address*

Date Of Birth*

Phone*

Parish Affilation*

Fund Information

Name Of Fund*

Fund Advisors*

Names of individuals who are permitted to make grants from the Fund. Please separate names with a comma.

Successor Advisors*

Individuals who would take over advisory functions after the death of the primary advisor. Please separate names with a comma.

Investment Options*

Growth Portfolio targets a 7.5% annual return

Moderate Portfolio targets a 4% annual return

Money Market has no market exposure and little to no return

Please check one. You will have the ability to change your investment selection at the end of each calendar year.

Comments

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Open A Fund

Thank you for your interest in The Catholic Foundation

Fund Information

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