Foundation’s News
Concord Advisory Group July 2026 Market Highlights
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 balance between spending policy and corpus growth while navigating the challenging…
Catholic Declaration on Life and Death Advance Directive
August is National Make-A-Will Month, an opportunity to take an important step in caring for yourself, your loved ones, and the legacy you hope to leave behind. While creating or updating a will is an essential part of estate planning, it’s only one piece of a comprehensive plan. One often-overlooked document is the Catholic Declaration on Life and Death, a health care advance directive approved by the Florida Catholic Conference. This document allows you to designate a health care surrogate and provide guidance for medical decisions if you become unable to speak for yourself. It affirms the dignity of every human life, encourages appropriate medical care, rejects euthanasia and assisted suicide, and expresses your desire to receive spiritual care and…
FreeWill’s Estate Planning Checklist
Getting started with estate planning doesn’t have to be overwhelming. Our partner, FreeWill, created a complimentary Estate Planning Checklist to guide you through the process. View the checklist below: You can create or update your legal will by using our free, easy-to-use tool in about 20 minutes, powered by FreeWill. This is a complimentary service available to parishioners of the Diocese of Orlando.
How To Make the Most Out of Wine and Wills
We look forward to welcoming you to the Wine and Wills event on Tuesday, August 25th, at Bishop Moore Catholic High School, 3901 Edgewater Dr, Orlando 5 pm – 7 pm. Below are some helpful tips to make the most out of your Wine & Wills experience: Visit our Wine and Wills page to RSVP today!
Preparing Today for Tomorrow’s Blessings
Greetings and Blessings! As Catholics, we are called to be faithful stewards of God’s blessings. With National Make-A-Will Month coming up this August, we invite you to prepare for the future, helping ensure your values and legacy continue to care for those you love and the ministries you cherish. Through thoughtful estate planning, you can: If you need an estate planning attorney, The Catholic Foundation is blessed to have Catholic estate planning attorneys on our Planned Giving Advisory Council. We also understand creating a will might be overwhelming or everyone might not have the same estate planning needs. You can create or update your legal will by using our free, easy-to-use tool in about 20 minutes, powered by FreeWill. Another…
Concord Advisory Group June 2026 Market Highlights
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 balance between spending policy and corpus growth while navigating the challenging…
Welcome New PGAC Member: M. Lisa Amoroso
M. Lisa Amoroso, CTFA Parishioner at AnnunciationSr. Trust Officer, Sr. VPCypress Bank & TrustNominated by: Vanessa Skinner M. Lisa Amoroso is a key fiduciary resource with an in-depth knowledge of fiduciary principles and applicable laws to assist clients in achieving their goals and help them manage, preserve, and transition their wealth. Prior to joining Cypress and for more than 30 years, Lisa has served as a Trust Advisor at large regional institutions. She has a bachelor’s degree in Political Science from the University of Central Florida and a bachelor’s degree in International Business from Rollins College. She is also a graduate of Florida Trust School and National Graduate Trust School and is a Certified Trust and Fiduciary Advisor (CTFA). Lisa…
Concord Advisory Group May 2026 Market Highlights
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 balance between spending policy and corpus growth while navigating the challenging…
Ordination to the Priesthood
With great joy and gratitude, we invite you to join Bishop John Noonan for the Ordination to the Priesthood of Deacons Daniel Bassile and Sinclair Cushmore on Saturday, May 23, from 10 a.m.–noon at St. James Cathedral. This sacred celebration marks a joyful milestone not only for Deacons Daniel and Sinclair, but for our entire diocesan family. We offer heartfelt thanks to all those generous donors whose faithful support of seminarian education and formation helps make this possible, strengthening the future of the Church and nurturing vocations. Parking will be available at the MAA Robinson garage on the northwest corner of Robinson Street and Orange Avenue. Please plan to arrive early. The Mass will also be available via livestream on…
Concord Advisory Group April 2026 Market Highlights
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 balance between spending policy and corpus growth while navigating the challenging…