Professional Advisor Resources
You are invited
Webinar: “What Now? Post-Election End-of-Year Tax Strategies” – December 10 at 10:00 a.m. Please join us for a panel discussion to provide some insight into how you can give your clients some strategies for ending the year well given potential policy changes after the election. Click here to register. This event is made possible thanks to the generous sponsorship of Georgia United Credit Union.
Topics will include:
To Share with Your Clients
Catholic Foundation Overview (English) and (Spanish) – Share this one page overview of the Catholic Foundation with your Catholic clients to introduce us and our ability to partner with you.
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.
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
2020 Investment Forum
Legal Name: The Catholic Foundation of North Georgia
5871 Glenridge Drive, Suite 300
Atlanta, GA 30328
Employer Identification Number (EIN): 58-2008930