For Professional Advisors

The Catholic Community Foundation seeks to assist you, the professional advisor, as you work to help our donors achieve their unique financial, philanthropic and estate planning goals. We encourage our donors to contact you to discuss and advise them on a gift arrangement that meets their specific needs.

We welcome you to contact us for specific information about gifting options, bequest language, charitable gift annuity illustrations, or information about philanthropic funds, Donor-Advised Funds or Permanent Named Funds.

If you have a client that has included his or her parish, Catholic Charities, Catholic Education, our seminaries or another diocesan ministry in an estate plan, we thank you for helping to put that plan in place. Please encourage your client to inform us of their intent and consider becoming part of our Heritage Society.

Your client may wish to make a current or an estate gift to an existing philanthropic fund of the Diocese of Cleveland. See a listing of existing Philanthropic Funds.

We partner with Catholic parishes, schools, families and institutions to manage charitable assets.  Our portfolio balances the dual objectives of making investments that align with Catholic values while attempting to maximize total financial return for the long term. The Catholic Community Foundation embraces transparency and accountability in serving our donors and connecting them to the works of the Church. Click here to access our audited financial statements. You can find our most recent 990 on Guidestar.

We also invite professional advisors who are members of the legal community to consider membership in Lawyers Guild of the Diocese of Cleveland.