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2024 Investment Forum – March 14, 8-10:30 AM
This year, we are pleased to welcome back Ron Temple, Chief Market Strategist at Lazard, as our keynote speaker, presenting a global market update.
Michael Butkus from Atlanta Consulting Group will share about investing from a Catholic perspective.
Register here to reserve your seat to learn about the economic outlook for the next year and how the Catholic Foundation stewards our funds to meet the needs of our community. We hope to see you there!
Interested in sponsoring this event? Please contact Juliet Greco.
Recorded webinars are available here.
Lunch & Learn: End of Year Giving Strategies – November 8
Our speaker for this lunch and learn was Christy Eckoff, CAP, CFRE, Senior Trust Advisor, Wells Fargo Private Bank. Christy presented on “End of Year Giving Strategies,” addressing giving trends and opportunities, as well as giving channels such as IRAs, donor advised funds, and charitable gift annuities.
Christy Eckoff is an expert on legislative changes and laws surrounding private foundations, supporting organizations, donor advised funds, and nonprofit taxation. Previously, Christy served as Chief Foundation Officer and Managing Director Philanthropic Counsel at the Jewish Federation of Greater Atlanta and as Managing Director and Philanthropic Counsel at the Community Foundation for Greater Atlanta. Christy is a CFRE (Certified Fundraising Executive) and a CAP® (Chartered Advisor in Philanthropy).
Building Your Catholic Center Endowment Fund – November 9, 2-3 PM
Join the Catholic Foundation for this kickoff webinar as we debut a toolkit for Catholic Centers to use to grow their endowment fund. With pre-built emails, social media graphics, bulletin notes, and more customized for the different audiences of a Catholic Center (current students, alumni, parents, and community members), learn how to use these resources.
Deo Gratias Mass and Reception – September 23, 2023
The Deo Gratias Mass and Reception honors those who have given or pledged lasting gifts to the Catholic community.
Click here to learn more about our Giving Societies.
Preparing for #iGiveCatholic Training Webinar – September 13th, 2023
Join the Catholic Foundation to learn about how to run a successful #iGiveCatholic campaign. This is a great overview for first time participants or review for returning participants.
Catholic Foundation Investment Forum – March 2, 2023
The 4th annual Catholic Foundation Investment Forum was March 2, 2023. Our keynote speaker was Ronald Temple, Chief Market Strategist at Lazard Asset Management. He presented “Investing Against a New Economic Paradigm: A Global Market Outlook.” Michael Butkus and Rod Hennek of Atlanta Consulting Group will present “Investing Through a Catholic Lens.”
Legacy Liaisons Coffee Hour – February 8, 2023
At this meeting, we discussed ways to encourage gifts from an IRA to your parish’s, school’s, or nonprofit’s endowment fund. With the new changes to IRA distribution laws made in December 2022, this is a great time to learn more about this gift opportunity.
Watch a recording of the meeting.
Legacy Liaisons Webinar – November 15
Do you care deeply about the long term stability of your Catholic parish, school, or nonprofit? Our Legacy Liaison November webinar focused on how to promote your organization’s endowment fund to ensure their financial stability now and in the future.
– Tips on how to grow your organization’s endowment fund through planned giving
2022 Charitable Giving Webinar: How to Navigate Giving in Today’s Market – November 10, 2022
State of the Market Overview
Making the Most of Your Charitable Giving
Professional Advisors Network Luncheon – September 28, 2022
At our Professional Advisors Network event, we shared how the Catholic Foundation can work with you to help your clients achieve their charitable giving through current and planned giving. There was also time for networking and a short program with the following speakers:
– Dave Cook, Financial Advisor, Edward Jones – presenting on his experience finding ways to help clients take care of family members and create charitable legacy goals.
The Catholic Foundation Professional Advisors Network brings together estate planning attorneys, accountants, financial planners, wealth managers, and insurance advisors to promote collaboration, education, and leadership in current and legacy giving among their Catholic clients.