When your clients do their planning, they rely on your sound advice. Your expertise on matters of finance, estate planning, business, real estate, tax, and securities—these are your stock in trade.
Some of your Catholic clients might also be interested in ways to leave a legacy in our community. Our expertise is Catholic donors and philanthropy. We work closely with advisors to tailor giving to meet your clients’ charitable goals and tax objectives.
When you partner with the Catholic Community Foundation, you have full access to the philanthropic expertise your clients seek. You retain complete control of these relationships, while we act as a resource to help fulfill their charitable goals.
