Foundation’s News
Faces of Philanthropy: Paul & Gaetana Bosley
Faces of Philanthropy: Paul & Gaetana Bosley Paul and Gaetana Bosley St. Patrick Catholic Church Vivos Christi Society Member St. Katharine Drexel Society Member I have been self-employed for 47 years. Our company, Business Finance Depot, has changed with the times to remain successful. We specialize in providing business financing in the franchise, RV park and glamping industries. I am a contributing writer and speaker and a volunteer for SCORE, a division of the SBA for 15 years. I have served as the volunteer finance chair of St. Patrick’s Church, Mount Dora. I previously served as the finance chair of Assumption Church, Pompano Beach, FL and noticed there was much more planned giving in that parish. Consequently, I initiated an…
Faces of Philanthropy: Lori Tolland
Faces of Philanthropy: Lori Tolland Lori Tolland Prince of Peace Catholic Church WPGC Founding Chair CFOCF Board Member St. Katharine Drexel Society Member Lori Tolland is a dedicated public servant, registered nurse and community advocate. Having served over two decades on Leisure Services board and six years on planning board, Lori now is serving her second term as an elected official. She has been actively involved in church, school and civic clubs, including Prince of Peace Catholic Church, and Father Lopez Catholic High School. Serving others inspired her to become involved with the Catholic Foundation and was blessed with the opportunity to usher in the first Women’s Giving Circle. Lori is a devoted wife of 44 years to Tim Tolland,…
Join Us As We Celebrating Our Foundation Donors
With heartfelt gratitude, we recognize the generous donors who supported the Foundation’s operations this fiscal year as members of our St. Katharine Drexel Society. Your commitment strengthens our mission each day. Each year, a dedicated group of donors chooses to invest not only in our mission but in the long-term strength and sustainability of the Foundation itself. Their operational support empowers us to expand our reach, serve our community more effectively, and steward all gifts with integrity and care. We are deeply grateful to this year’s St. Katharine Drexel Society members for their steadfast commitment to the mission and ministry of the Foundation. Together, we bring the Church to its fullness of charity. Thank you for partnering with us to…
Honoring Our Community Supporters
Each year, an expanding community of women across our Diocese invests in the Foundation’s Women’s Philanthropic Giving Circle, advancing our mission to serve the needs of the Diocese of Orlando. Their generosity allows us to respond to emerging priorities and support the people and programs that create lasting impact. We are profoundly grateful to the members of the 2024–2025 Women’s Philanthropic Giving Circle for their vision and partnership. Together, we bring the Church to its fullness of charity. Thank you for helping us impact lives and fund God’s work. Click here to join the Women’s Philanthropic Giving Circle.
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…
Congratulations to Our Growing Your Stewardship Grant Recipients
Join us in congratulating our two Growing Your Stewardship Scholarship Grant recipients: Rev. William Burns from Blessed Trinity in Ocala and Kori Blowers from St. Joseph in Orlando. This grant offers the opportunity to pastors and parish, school and ministry staff/leaders to attend the 2025 International Catholic Stewardship Council (ICSC) Conference. The ICSC Conference features 80 stewardship-related sessions aimed to provide education and resources for dioceses, parishes, and institutions. “I desire to gain a better understanding of the stewardship model and how it is implemented in my parish. A great way to start gaining that understanding is to learn how this model is implemented nationally. ICSC offers that.” said Rev. William Burns. This grant aims to support the professional development…
We Invite You to Complete Our Survey!
Have you ever had a burning question you wanted to ask an investment expert—but felt too embarrassed to ask? You’re not alone. As part of our ongoing effort to better serve our Catholic community, we’re gathering insights on questions fundholders and potential fundholders may have—both about investing in general and specifically about our Catholic-compliant investments. Whether you’re a current fundholder or interested in learning more about short-term DAF and Reserve Funds or long-term Endowment Funds, your input will help us shape resources and address the real concerns and curiosities people have when exploring charitable, faith-based investment strategies. We invite you to take a few minutes to share your perspective by completing this anonymous 2-question survey – we truly value your…
Our New PGAC Chair: Ty McCormack
We are excited to welcome Ty McCormack as the new Chair of our Planned Giving Advisory Council. Learn more about Ty and his passion for the Church and financial planning. Ty McCormack is a CERTIFIED FINANCIAL PLANNER™ professional with Aksala Wealth Advisors focusing his career on providing financial literacy to both individuals and corporations. As a financial planner and son of an estate planning attorney, Ty understands the value of having all of one’s financial affairs in order at all times. He had also been taught, from a young age, the value of philanthropy and the belief that “as each one has received a gift, use it to serve one another as good stewards of God’s varied grace” (1 Peter…
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…