Foundation’s News
Join Us in Welcoming Our New PGAC Members!
Join Us in Welcoming Our New PGAC Members! Our Planned Giving Advisory Council (PGAC)welcomes three new members extending our reach to nine counties of the Orlando Diocese. The PGAC supports the Central Florida community in maximizing their philanthropic impact through a network of estate and financial planning professionals. Thais Ayala is our first PGAC member based in Lake County. She specializes in wealth and insurance planning often providing Financial Educational events. Thais has dedicated herself to real estate and family planning, helping immigrants achieve prosperity and build wealth in America. Michelle L. Rivera is our first member to be based in Osceola County. Her practice focuses on Estate Planning, Probate and Trust Administration and transactional work in real estate and…
Congratulations to Our CAP ® Study Group Graduates!
Join us in congratulating our three study group graduates. In order to earn a CAP® designation, advisors have to go through several comprehensive curriculums that equips non-profit professionals with the tools they need to meet their donor’s philanthropic goals. The program takes a deep dive into several important topics regarding the best practices in the philanthropic world. Different courses include tax strategies, estate planning, legacy planning, and much more. Congratulations to Elizabeth Moyer, Jeannette Eddy, and Daniel Kaminski for completing the program and receiving their CAP ® designation. Click here to learn more about our CAP® Study Group. The Catholic Foundation also has several members of our Planned Giving Advisory Council (PGAC) who have their CAP® designations. Click here to…
Market Highlights from Our Trusted Partner The Concord Advisory Group, Ltd.
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 serve individual donors to meet their philanthropic aspirations and legacy goals. Concord is an Investment Advisory Group focused on faith-based nonprofit services by providing strategic advice to staff, our Investment Committee, and our Board of Directors to improve the performance of our investment services. The Foundation’s investment services include endowment funds, donor advised funds (DAFs), and reserve funds, each with their own targeted performance strategy. Concord has more than thirty years of experience assisting their partners in managing the…
Announcement – Appointment of Madelyn Weed as President and CEO CFOCF
Madelyn Weed Named President and CEO of The Catholic Foundation Following a thorough and prayerful discernment process, the Board of Directors for The Catholic Foundation of Central Florida has appointed Madelyn Weed as President and Chief Executive Officer. Madelyn’s appointment reflects the Board’s confidence in her ability to lead the Foundation into its next chapter. “Madelyn’s leadership has been instrumental in guiding the Foundation through a pivotal period of strategic realignment,” said Karen Monteleone, Chair of the Board of Directors. “Her faith-filled leadership and collaborative approach will continue to build upon our strong foundation in supporting the spiritual and corporal needs of the community and the Diocese of Orlando.” Over the past eight months, in her role as Interim CEO,…
Market Highlights from Our Trusted Partner The Concord Advisory Group, Ltd.
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 serve individual donors to meet their philanthropic aspirations and legacy goals. Concord is an Investment Advisory Group focused on faith-based nonprofit services by providing strategic advice to staff, our Investment Committee, and our Board of Directors to improve the performance of our investment services. The Foundation’s investment services include endowment funds, donor advised funds (DAFs), and reserve funds, each with their own targeted performance strategy. Concord has more than thirty years of experience assisting their partners in managing the…
St. Faustina Legacy Seminar Recap
St. Faustina Legacy Seminar Recap On April 5th, we celebrated our first Lake County Legacy Planning Event of 2025 at St. Faustina parish in Clermont! We were so grateful to spend time with nearly 40 attendees. This event was joyful and informative, and it wouldn’t have been possible without the efforts of Pamela Blatter and the parish Bereavement Ministry volunteers, all of the parish support staff, Father Carlos, and our generous estate planning attorney, Maureen Arago. Maureen is a Catholic Lawyer’s Guild member and serves clients in a personalized, faith-based manner. She kindly donated her time and expertise to educate us on necessary estate planning terms, forms, and procedures. We can’t wait to partner with St. Faustina parish in the…
Market Highlights from Our Trusted Partner The Concord Advisory Group, Ltd.
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 serve individual donors to meet their philanthropic aspirations and legacy goals. Concord is an Investment Advisory Group focused on faith-based nonprofit services by providing strategic advice to staff, our Investment Committee, and our Board of Directors to improve the performance of our investment services. The Foundation’s investment services include endowment funds, donor advised funds (DAFs), and reserve funds, each with their own targeted performance strategy. Concord has more than thirty years of experience assisting their partners in managing the…
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. St. Charles Borromeo Legacy Planning Seminar Recap This was our first seminar at St. Charles Borromeo, and we are especially grateful to: We are honored to serve our Catholic community through these important conversations about faith, legacy, and planning for the future. If you would like to learn more about Legacy Planning Events, please visit https://cfocf.org/legacyseminars/.
St. Joseph Education Endowment Fund: The Power of Endowment in Catholic Education
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 focused on academic excellence. This vision was inspired by a dedicated parishioner at St. Joseph Catholic Church in Winter Haven. Bob Radamacher’s legacy continues through the St. Joseph Education Endowment Fund. Motivated by his faith, Bob included a bequest in his will to create an Endowment Fund that helps hardworking families who value a Catholic education to enroll their children at St. Joseph Catholic School in Winter Haven. To honor this significant gift, school leaders and several board…
St. Katharine Drexel Feast Day Trivia Challenge
Celebrate St. Katharine Drexel’s Feast Day by testing your knowledge in this special trivia challenge! St. Katharine Drexel Feast Day Trivia Challenge If you would like to join us in the joy of philanthropy, make a gift and join the St. Katharine Drexel Society here: cfocf.org/foundation.