Endowment Funds Endowment Fund Management ......2017/11/21 · Endowment Fund Management To help...
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Endowment Fund Management To help fund the future, endowments can be established for any official ministry of the Catholic Church. Endowments can be set up to benefit the Archdiocese of San Antonio parishes, Catholic agencies, schools, scholarships, cemeteries, religious orders, facilities and ministries. e funds are permanently endowed in order to ensure the sustain ability of a stated ministry. An Endowment Fund is a permanently restricted fund managed by the Catholic Community Foundation to ensure its growth, protection into perpetuity, and annual grant distributions. Donor Advised Funds What will be your legacy? Donors can create a permanent legacy of faith, family and future through the establishment of a Donor Advised Fund. e immediate tax advantages and simplicity of a Donor Advised Fund have made them the fastest growing portal for donors at all levels. Estate/Planned Giving Every Catholic is encouraged to remember the Church in their Planned Giving through their Last Will and Testament or through other vehicles such as a gift of Life Insurance, a beneficiary designation, a Charitable Unitrust or a Charitable Gift Annuity. Please visit our website for more information and discuss it with your estate planning attorney. *Investment Services ree investment funds are offered with a distinct Catholic identity and commitment: Equity Emphasis Fund, Balanced Fund, and Income Emphasis Fund. e funds are invested in a diversified portfolio of stocks, alternatives, and fixed income investments. Investment funds are based on desired returns and risk levels and on investment time horizons of when the funds are needed for planned and/or unplanned events or commitments. ese investment funds are available to the Archdiocese of San Antonio parishes, Catholic agencies, schools, cemeteries, religious orders, facilities, and ministries. *Offered through our wholly owned subsidiary the Catholic Fraternity Fund www.catholicfund.us We are His hands and feet on earth, so these were the words Louis and I considered when we were thinking about establishing our Vance Family Donor Advised Fund.” “Jesus said, Do you love me? Feed my sheep . . . Follow me.” - VIVIAN M. VANCE Endowment Funds • ackermann family endowment for st. joan of arc catholic church • antonian college preparatory high school • archbishop flores endowment for the education of priests • archbishop josé h. gomez ministry • archdiocese of san antonio poor parishes • archives of the archdiocese of san antonio • assumption seminarian formation • assumption seminary • assumption seminary facilities • catholic cemeteries of san antonio • catholic charities of san antonio • catholic community foundation • catholic television of san antonio (ctsa) • church of the holy spirit • emery john opiela assumption seminary endowment • flores-feist acolyte scholarship, brownsville, tx • friends of st. peter-st. joseph children’s home • hope for the future catholic schools • immaculate conception of the blessed virgin mary church, panna maria, tx • notre dame catholic church, kerrville, tx • notre dame school kerrville, tx • old spanish missions, inc. • our lady of grace catholic church • sacred heart catholic school, uvalde, tx • sacred heart catholic school, floresville, tx • san fernando cathedral • st. francis of assisi catholic church • st. james catholic school student scholarship fund, seguin, tx • st. joseph catholic church (downtown), san antonio, tx • st. mark the evangelist catholic church • st. mary, stockdale, tx • st. peter prince of the apostles catholic church • st. pius x catholic church • veronica nicole finne’s for families and children Contact Steve Oswald to learn more about how you can establish a fund or contribute to an existing fund phone: 210.732.2153 Visit our website at www.ccftx .org Archbishop Gustavo García-Siller, M.Sp.S. bestows the Good Shepherd Legacy Medallion upon Stephen M. Dufilho for establishing the Stephen M. Dufilho Family Charitable Donor Advised Fund OUR INVESTMENT SERVICES OUR SERVICES Catholic Community Foundation established as an Autonomous Pious Foundation “Charity, patience and tenderness are very beautiful gifts. If you have them, you want to share them with others.” - POPE FRANCIS assumption seminary endowment, facilities endowment, and seminarian formation endowment Archbishop Gustavo García-Siller, MSpS celebrating Mass in Our Lady’s Chapel at Assumption Seminary st. peter-st. joseph children’s home investment fund hope for the future catholic schools endowment fund PARTIAL LIST OF MANAGED FUNDS 111 Barilla Place, Suite 101 San Antonio, Texas 78209 phone: 210.732.2157 | www.ccftx.org
Transcript of Endowment Funds Endowment Fund Management ......2017/11/21 · Endowment Fund Management To help...
Endowment Fund ManagementTo help fund the future, endowments can be established for any official ministry of the Catholic Church. Endowments can be set up to benefit the Archdiocese of San Antonio parishes, Catholic agencies, schools, scholarships, cemeteries, religious orders, facilities and ministries. The funds are permanently endowed in order to ensure the sustain ability of a stated ministry. An Endowment Fund is a permanently restricted fund managed by the Catholic Community Foundation to ensure its growth, protection into perpetuity, and annual grant distributions.
Donor Advised FundsWhat will be your legacy? Donors can create a permanent legacy of faith, family and future through the establishment of a Donor Advised Fund. The immediate tax advantages and simplicity of a Donor Advised Fund have made them the fastest growing portal for donors at all levels.
Estate/Planned GivingEvery Catholic is encouraged to remember the Church in their Planned Giving through their Last Will and Testament or through other vehicles such as a gift of Life Insurance, a beneficiary designation, a Charitable Unitrust or a Charitable Gift Annuity. Please visit our website for more information and discuss it with your estate planning attorney.
*Investment Services Three investment funds are offered with a distinct Catholic identity and commitment: Equity Emphasis Fund, Balanced Fund, and Income Emphasis Fund. The funds are invested in a diversified portfolio of stocks, alternatives, and fixed income investments. Investment funds are based on desired returns and risk levels and on investment time horizons of when the funds are needed for planned and/or unplanned events or commitments. These investment funds are available to the Archdiocese of San Antonio parishes, Catholic agencies, schools, cemeteries, religious orders, facilities, and ministries.
*Offered through our wholly owned subsidiary the Catholic Fraternity Fund www.catholicfund.us
We are His hands and feet on earth, so these were the words Louis and I considered when we were thinking about establishing our
Vance Family Donor Advised Fund.” “Jesus said, Do you love me? Feed my sheep . . . Follow me.”- VIVIAN M. VANCE
Endowment Funds• ackermannfamilyendowmentfor st.joanofarccatholicchurch• antoniancollegepreparatoryhighschool• archbishopfloresendowmentfortheeducationofpriests• archbishopjoséh.gomezministry• archdioceseofsanantoniopoorparishes• archivesofthearchdioceseofsanantonio• assumptionseminarianformation• assumptionseminary• assumptionseminaryfacilities• catholiccemeteriesofsanantonio• catholiccharitiesofsanantonio• catholiccommunityfoundation• catholictelevisionofsanantonio(ctsa)
• churchoftheholyspirit• emeryjohnopielaassumptionseminaryendowment• flores-feistacolytescholarship,brownsville,tx• friendsofst.peter-st.josephchildren’shome• hopeforthefuturecatholicschools• immaculateconceptionoftheblessedvirginmary church,pannamaria,tx• notredamecatholicchurch,kerrville,tx• notredameschoolkerrville,tx• oldspanishmissions,inc.• ourladyofgracecatholicchurch• sacredheartcatholicschool,uvalde,tx• sacredheartcatholicschool,floresville,tx• sanfernandocathedral• st.francisofassisicatholicchurch• st.jamescatholicschoolstudentscholarshipfund, seguin,tx• st.josephcatholicchurch(downtown), sanantonio,tx• st.marktheevangelistcatholicchurch• st.mary,stockdale,tx• st.peterprinceoftheapostlescatholicchurch• st.piusxcatholicchurch• veronicanicolefinne’sforfamiliesandchildren
Contact Steve Oswald to learn more about how you can establish a fund or
contribute to an existing fundphone:210.732.2153
Visit our website at www.ccftx .org
Archbishop Gustavo García-Siller, M.Sp.S.
bestows the Good Shepherd Legacy Medallion upon
Stephen M. Dufilho for establishing
the Stephen M. Dufilho Family Charitable Donor
Advised Fund
OUR INVESTMENT SERVICESOUR SERVICES
Catholic Community Foundation established as
an Autonomous Pious Foundation
“Charity, patience and tenderness are very beautiful gifts. If you have them, you want to share them with others.” - POPE FRANCIS
assumptionseminaryendowment,facilitiesendowment,andseminarianformationendowmentArchbishop Gustavo García-Siller, MSpS celebrating Mass in Our Lady’s Chapel at Assumption Seminary
st.peter-st.josephchildren’shomeinvestmentfund
hopeforthefuturecatholicschoolsendowmentfund
PARTIAL LIST OF MANAGED FUNDS
111 Barilla Place, Suite 101San Antonio, Texas 78209
phone: 210.732.2157 | www.ccftx.org
DONATE TO AN EXISTING ENDOWMENT IN ANY AMOUNT OR ESTABLISH A NEW ENDOWMENT & LEAVE YOUR LEGACY IN PERPETUITY. VISIT OUR WEBSITE AT WWW.CCFTX.ORG
The Catholic Community Foundation, by virtue of its proven leadership and demonstrated stewardship, provides endowment, donor advised and investment funds
in accordance with the tenants of our faith. Donors are assured that their funds are managed in strict accordance with our faith while providing competitive returns.
STEVE OSWALD, CEO/PRESIDENT CATHOLIC COMMUNITY FOUNDATION/CATHOLIC FRATERNITY FUND
EMAIL: [email protected]: (210)732-2153
The Cornerstones of our work are Confidence, Competence and Confidentiality
San Fernando Cathedral Endowment
Photo by Jim Landers
Catholic Charities, Archdiocese of San Antonio, Inc. Endowment
Assumption Seminary Seminarian Formation EndowmentArchbishop Gustavo García-Siller, M.Sp.S. with Seminarians
Our Lady of Grace ChurchEndowment
Notre Dame School Endowment and Notre Dame Church Endowment
OUR MISSION
OUR VISION
The Catholic Community Foundation is a safe place for Catholic parishes, schools, universities, religious orders, agencies, and philanthropists to deposit and grow funds that strengthen the Catholic community.
ABOUT USThe Catholic Community Foundation for the Roman Catholic Church of the Archdiocese of San Antonio was established as an autonomous pious foundation under Cannons 1303 and 114 on September 21, 2006. Since its inception the Foundation, a 501(c)3 charity and a perpetual endowment, has grown both monetarily and in terms of services provided.
The Foundation is led by a group of visionary Catholic business and community leaders who provide morally responsible, professional and effective financial management for our Catholic institutions.
Operating as a Catholic Community Foundation, we oversee and manage funds for parishes, Catholic schools and institutions, and Donor Advised Funds in an array of investments. Our goals are to provide competitive returns with Catholic Social Responsible Investing.
The Catholic Community Foundation operates to receive, manage, safeguard and grow investment funds; supporting organizations and donors aligned with our Catholic values and teachings.
CATHOLIC SOCIAL RESPONSIBLE INVESTING OUR RESULTS
• $2M in grants being distributed in 2017• $8M grants distributed since 2013• Competitive returns provided
• All investment funds are guided by the United States Conference of Catholic Bishops (USCCB) statement on Social Responsible Investing (SRI)
• Members are assured that their funds are managed in strict accordance with our faith
• Over 99% Catholic Social Responsible Investing
The Catholic Community Foundation works to connect generous donors with the emerging and existing needs of Catholic communities, ministries, and organizations. As a donor, you can benefit from our services which help you to give generously and effectively throughout your lifetime and beyond. When you choose to donate to the Catholic Community Foundation you designate where you would like your money to go, ie. to one of the many existing Endowment Funds or to an Endowment fund you establish. You may also place your funds in an Unrestricted Fund where it will be used to fill the greatest needs.
BENEFITS TO OUR DONORS
