Catholic Financial Life Foundation

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Donation Opportunities

Every day, we work closely with individuals and families, as well as with your trusted financial advisors, to ensure that your charitable giving gives you the control, the flexibility, and the impact you are looking for.

Catholic Financial Life Foundation Funds

There are four types of funds that can be created or donated to through the Catholic Financial Life Foundation.

Four Funds

Donor Advised – These funds allow members to establish a fund while they are living and determine which charities receive grants.

Donor Designated – These funds can be established while someone is alive or upon their death. The donor specifies which organization(s) receive an annual donation. This is a great way to support your parish, school, or other favorite charity in perpetuity if you want.

Field of Interest – These funds combine donations from lots of members to support specific types of charitable causes. The Foundation’s three field of interest funds match Catholic Financial Life’s charitable priorities: helping the poor, supporting Catholic education, and assisting people with special needs.

Unrestricted – These funds allow the Foundation’s Board of Directors to make grants to qualified organizations that fit within the Foundation’s mission.

Establishing a Fund

Would you like to make a difference and fulfill your charitable wishes? Establish a fund through the Catholic Financial Life Foundation to benefit your parish, school, favorite charity, or all of the above through this three-step process.

  1. Determine the charities or causes most important to you.
  2. Make a gift to the Catholic Financial Life Foundation or name the Foundation as the beneficiary or partial beneficiary of a life insurance policy, an annuity, or other aspects of your estate. A minimum of $25,000 is necessary to establish a named endowed fund but any amount can be donated to the existing field of interest funds at any time.
  3. Contact the Catholic Financial Life Foundation to establish a fund consistent with your charitable wishes.

If you would like to learn more about how the Foundation can help you accomplish your charitable goals and benefit the organizations or causes closest to your heart, please contact Bill O’Toole at bill.otoole@catholicfinanciallife.org or 414-278-6700.

Please consider a donation. Checks can be made payable to Catholic Financial Life Foundation, and mailed to: Catholic Financial Life, Attention: The Catholic Financial Life Foundation, 1100 W. Wells Street, Milwaukee, WI 53233.

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