Foundation’s News
Concord Advisory Group August 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…
Raising a Glass to Planning with Purpose
Thank you to everyone who joined The Catholic Foundation of Central Florida for Wine & Wills, an evening of conversation, community, and meaningful steps toward protecting what matters most. Wine & Wills is about more than wills and estate documents. It is an opportunity to prepare with purpose, care for the people we love, and thoughtfully consider the legacy of faith we hope to leave behind. Throughout the evening, guests had the opportunity to connect with experienced Catholic estate planning attorneys, ask questions, and gain practical guidance to help them take the next step in their planning journey. We are especially grateful to our generous sponsors, Pathways Law, P.A., Pineda Law, PLLC, and ShuffieldLowman, as well as our wine donors,…
Five Common Misconceptions about Life Insurance with Thais Ayala
As a life insurance professional, I often meet families who want to plan responsibly but hesitate because life insurance can seem expensive, confusing, or like something to address later. This Life Insurance Awareness Month, I invite you to see it differently: as an expression of stewardship—protecting the people you love and extending generosity to the causes that matter most to you. 1. “I am young and healthy, so I do not need life insurance—and it is probably too expensive anyway.”The need for life insurance is not based on age alone. It is shaped by the people who depend on your income, outstanding debts, family responsibilities, and the legacy you hope to leave. Exploring coverage earlier in life may also provide…
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…
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…