Donor-Advised Funds
Providing in Perpetuity
Endowment Funds are created to make a significant investment and commitment to the future of a parish, school, or organization. They ensure sustainability for the organization and support their mission in perpetuity.
Create a Fund
Your Faith. Your Values. Forever.
Endowment Fund assets grow over time due to the interest they earn. Unlike a Donor-Advised Fund, which allows for consistent withdrawals, these funds are most successful when their initial asset, or corpus, remains untouched. The corpus grows over time, leaving the interest earned each year to be used for the Endowment’s intended purpose.
If you feel called to support a cause but are unsure which organization to benefit, The Catholic Foundation can help connect your generosity with ministries most in need.
You can establish an endowment today or through a future planned gift. Either way, we are here to help transform your generosity into a lasting impact for generations to come.
Generosity That Endures
Give
Contribute as little as $5,000 to open an endowment fund and give as often as you like once established. Gifts are tax-deductible to the full extent of the law.
Forever
The fund and the financial support it generates will exist in perpetuity. It is a true legacy of faith.
Grow
Your contribution grows tax-free to maximize your impact while The Catholic Foundation manages all the account’s investment, administrative, audit, and distribution needs.
Grant
Annual distributions are made to the organization(s) or field(s) of interest laid out in the fund agreement.
Why Open an Endowment with us?
- Our philanthropic advisors are here to accompany you on your journey to strengthen our faith through charitable giving.
- Rest easy knowing your investments are professionally managed in agreement with Socially Responsible Investment Guidelines.
- Leverage our expertise in finding programs and projects that align with the intent of your fund.
- Begin to create a family legacy of Catholic giving by involving your children, grandchildren, or loved ones.
Your giving is our mission. Our philanthropic experts are here to ensure your charitable investments are professionally managed in accordance with Catholic Socially Responsible Investment Guidelines. Our first priority is, and always has been, honoring our donors’ intent so your giving can create the lasting impact you envision: for your faith, your community, and your legacy.
We live in a divided world today, and people keep asking, ‘What is the answer? Will it be different in the future?’ Faith can bring people together. Faith can make a better world. Faith can solve a lot of problems, but you just can’t talk. You have to walk the talk. And one of the ways to walk the talk is not only to pray but be active, contribute, and make a difference.
The Catholic Foundation of Greater Philadelphia enables people to make that difference and to create a legacy for future generations.
The Catholic Foundation of Greater Philadelphia enables people to make that difference and to create a legacy for future generations.
Howard Stoeckel, Fundholder
Make a Lasting Impact With Your Giving
Join a growing community of Catholics who are shaping the future of the Church through thoughtful, faithful philanthropy. Create an Endowment Fund today with The Catholic Foundation. Contact our expert team to discuss your endowment today at (215) 587-5650.