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Market Highlights from Our Trusted Partner The Concord Advisory Group, Ltd.
The Foundation utilizes Concord Advisory Group as our trusted partner for investment management services. The Foundation’s investment programs serve our partner organizations to provide annual income and financial wellness and…
St. Charles Borromeo Legacy Planning Seminar Recap
Thank you to everyone who joined us for the March 29th Legacy Planning Event at St. Charles Borromeo Parish in Orlando. This was our first seminar at St. Charles Borromeo,…
St. Joseph Education Endowment Fund: The Power of Endowment in Catholic Education
The foundation of a Catholic education extends beyond traditional schooling; it creates a supportive environment that encourages students to deepen their connection with their faith, while also providing a curriculum…