Catholic Investing Survey

Have you ever had a burning question you wanted to ask an investment expert—but felt too embarrassed to ask? You’re not alone. As part of our ongoing effort to better serve our Catholic community, we’re gathering insights on questions fundholders and potential fundholders may have—both about investing in general and specifically about our Catholic-compliant investments.

Whether you’re a current fundholder or interested in learning more about short-term DAF and Reserve Funds or long-term Endowment Funds, your input will help us shape resources and address the real concerns and curiosities people have when exploring charitable, faith-based investment strategies.

We invite you to take a few minutes to share your perspective by completing this anonymous 2-question survey – we truly value your perspective.

Click here to be redirected to the survey!