Establish A Fund
We serve both organizations as well as individual donors with our Catholic-compliant investment services. Our investment portfolios are 99.6% compliant with USCCB guidelines and offer a variety of time-horizon based solutions to fit both organizational and individual needs. We provide fundholders 24/7 access through a secure, online portal to track investment holdings, growth and activity. Parishes, schools and ministries can learn more about how these investment services can provide annual income and financial wellness. Individual donors and families can contact us to discuss their philanthropic or legacy goals and how to make a significant impact on the ministry close to your heart with significant tax advantages.
Elevate Your Strategic Giving!
Learn more about key philanthropic topics by visiting our Philanthropy Moments video series! Discover insights on:
- Tax-Wise Giving Strategies
- Legacy & Estate Planning
- Catholic Compliant Investing
- Your Philanthropy Journey
Click to watch and start planning your legacy today!
Contact Us
Individuals looking to establish a new fund or build an existing fund
please contact:
Madelyn Weed, CFRE, CAP®
President & CEO
Email | (407) 246-7188
Parish/School/Diocesan Organizations looking to establish a new fund or information on
an existing fund please contact:
Nia Herald, CAP®
Vice President, Chief Financial Officer
Email | (407) 246-7189