Giving Smarter: Tax-Friendly Tips for the Season
As the end of the calendar year approaches, here are some important facts and timelines to ensure your generosity makes the greatest impact—and benefits your tax planning: 1. Key Deadlines for Gifts 2. Tax Deduction Guidelines by Gift Type 3. Streamline the Process 4. Consult with a Professional By keeping these tips in mind, you can ensure your year-end giving is impactful and aligned with your personal and financial goals.
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 balance between spending policy and corpus growth while navigating the challenging…
Thank you for Your Generosity on Catholic Giving Tuesday!
We are deeply grateful to everyone who supported our Diocese of Orlando ministries, including The Catholic Foundation of Central Florida, on Catholic Giving Tuesday. Your generosity reflects the spirit of faith and love that builds the Kingdom of God here in our community. Together, we are transforming lives and strengthening our Catholic faith for generations to come. Thank you for being a part of this vital work. May God bless you abundantly for your kindness!
Join Our Upcoming Complimentary Events!
The Catholic Foundation of Central Florida hosts several planning events across the Diocese of Orlando ministries as a complimentary service to assist people in preparing for the unexpected. Participants of our events gain insights into estate planning, financial stewardship, Catholic funeral and burial planning, and have the opportunity to speak with and ask questions to experts. Below is a list of our upcoming, complimentary events in January and February: Please email Sarah Pinto or visit Legacy Seminars for more information on our events.
WPGC Retreat at San Pedro Spiritual Center
Members of the Women’s Philanthropic Giving Circle gathered at San Pedro Spiritual Center this month for a retreat led by the Servants of the Pierced Hearts of Jesus and Mary featuring presentations by Sister Maria Teresa Acosta SCTJM and Sister Kristi Bergman SCTJM. The retreat focused on the life of the first millennial saint, Blessed Carlo Acutis, and his devotion to the Eucharist and understanding of Eucharistic miracles. Sister Kristi led a presentation on the story of Blessed Carlo Acutis. She highlighted how his life and work resonate with young people today. Carlo’s passion for using technology to share his faith was particularly inspiring, as he created a website that documents and explains various Eucharistic miracles. Sister Maria Teresa followed…
Welcome PGAC Member: Susan Rae Giacoletto, JD
Susan Rae Giacoletto, JD Parishioner at Our Lady of the Lakes Attorney at Law, Susan Giacoletto Law, LLC Susan Rae Giacoletto, JD became a Planned Giving Advisory Council (PGAC) member during this year’s Board Retreat. The PGAC is a group of experts whose goal is to help the Central Florida community realize their philanthropic goals. Susan was nominated by Wendy Mara, current member of the PGAC and The Catholic Foundation’s Board of Directors. She graduated from the University of Central Florida in 1996 with her bachelor’s degree and went on to receive her law degree from the University of Florida in 1999. Susan started her law career as an assistant public defender in North Florida. She then transitioned to private…
Catholic Giving Tuesday, December 3rd
Save the Date: Tuesday, December 3rd, 2024. Give thanks to God through your philanthropy on Catholic Giving Tuesday! One of the blessings of Catholicism is treasuring the gifts that God gives us to enjoy on earth, while remembering that every gift we share with others grants us spiritual treasure in heaven. By making your gift to CFOCF on Catholic Giving Tuesday, you: Join St. Katharine Drexel’s example by learning more and making your gift online today: St. Katharine Drexel Society – Catholic Foundation Central
Board of Directors Annual Meeting and Retreat
Our Board of Directors gathered at San Pedro Spiritual Development Center in October for their Annual Board Meeting and Retreat. This retreat is an opportunity for spiritual reflection and planning for the year ahead. The Catholic Foundation’s Spiritual Advisor, Father Ivan Olmo enriched the retreat with a spiritual reflection as we enter The Year of Hope. He invited Board members to look beyond everyday aspirations and reflect on God’s will and deeper, more meaningful hopes for the upcoming year. We are grateful to our Board of Directors for their commitment to bringing our Church spread throughout the world to its fullness of charity. Click here to get to know our Board Members.
Honoring Marta Sweeney on All Saints Day: A Heartfelt Farewell
After 32-years of service to the Catholic Church in Central Florida, Marta Sweeney, The Catholic Foundation’s VP-Chief Community Services Officer, entered her well-deserved retirement. Marta is an active parishioner at Most Precious Blood Catholic Church. She served as a Board Member of the International Catholic Stewardship Council for which she will continue to volunteer. She is also a founding member of the Women’s Philanthropic Giving Circle. Marta led vital projects in the Diocese of Orlando including Our Catholic Appeal, Capital Campaigns and a variety of stewardship initiatives. These projects directly benefit every Catholic parish, school, and ministry in Central Florida. The Diocese recognized Marta for her contributions with the Mary Mother of God Award. This honor celebrates those who show exceptional…
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 balance between spending policy and corpus growth while navigating the challenging…