Professional Advisor Resources

To learn more about the Professional Advisors Network and to join the referral list, please click here.

To Share with Your Clients

• Bequest Language for Wills – Assist your clients in making one of the easiest planned gifts – naming a Catholic parish, school, ministry or non-profit as the beneficiary in their will. 
• Donor Advised Funds with the Catholic Foundation vs. Private Foundations – Does your client understand the many advantages of creating a new donor advised fund versus a private foundation? 
• Gift Calculator – Run customized scenarios to identify which planned giving options work best for your client.

Tools and Information You Can Use

• How the Catholic Foundation Serves Professional Advisors
• Catholic Foundation Professional Advisors Network – Learn more about the network and how it can benefit you.
• Financial Documents
• GiftLaw Pro E-newsletter for Advisors – Sign up here to receive a key resource – a complete, free tax update service.
• Investment Policy – We invest for the future using a diversified portfolio that strives to follow the United States Conference of Catholic Bishops Socially Responsible Investment Guidelines.
• Advisor Reference Guide and News
• Tools for Charitable Giving

Webinars

Recordings of past webinars and events, including our annual Investment Forum, can be found here.

Tax Information

Legal Name: The Catholic Foundation of North Georgia
5871 Glenridge Drive, Suite 300
Atlanta, GA 30328
(404) 497-9440
Employer Identification Number (EIN): 58-2008930