Helping Catholics Make

a Lasting Difference.

Past Webinars

2024

 

Building the Future of Your Parish: Endowment Sunday Training Webinar – April 17, 2024

Learn how to hold a successful Endowment Sunday weekend. In this webinar, we walked through the resources available and the suggested timeline so you can promote awareness of your parish’s endowment fund to your community.

Watch the recording.

2024 Catholic Foundation Investment Forum – March 2, 2024

The 5th annual Catholic Foundation Investment Forum was March 2, 2023. Our keynote speaker was Ronald Temple, Chief Market Strategist at Lazard. His presentation was titled “Global Economic and Market Outlook.” Michael Butkus of Atlanta Consulting Group presented “Optimizing a Portfolio For a Foundation of Faith.”

A recording of the Investment Forum is available here.

Learn more about the annual Investment Forum.   

The ABCs of Endowment Funds – February 28, 2024

This 30 minute webinar covers the basics of endowment funds. This is a great opportunity for those who want to learn more about their organization’s fund, especially before annual distribution letters for endowment funds go out in March.

Watch the recording.

This webinar is part of our Legacy Ambassadors series, however this one was also geared towards all those who work at parishes, schools, and nonprofits with an endowment fund (or funds) invested through the Catholic Foundation. In preparation for the annual distribution requests letters in March, this webinar covered an overview of endowment funds, what the annual distribution letter contains, how your distribution can be used, and more.

 

2023

 

Building Your Catholic Center Endowment Fund – November 9, 2023

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.

Watch the recording.

Lunch & Learn: End of Year Giving Strategies – November 8, 2023

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.

Watch the recording.

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).       

Legacy Ambassadors Webinar – September 28, 2023

A robust planned giving program will yield a pipeline of sustainable results. Gift planning encourages the financial health of families as well as deepening the relationship with the charities in our archdiocese. This recorded webinar shares important data that will help guide fundraising decisions.

Watch the recording or download the slides.

2023 Preparing for #iGiveCatholic Training Webinar

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 in 2023.

Learn more about iGiveCatholic on our resources page or register your organization to participate at atlanta.igivecatholic.org.

Watch the recording or download the slides.

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.”

A recording of the Investment Forum is available here. Learn more about the Investment Forum.

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.

 

2022

 

Legacy Liaisons Webinar – November 15, 2022

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.

Topics covered:

– Tips on how to grow your organization’s endowment fund through planned giving
– Best ways to prepare for end of year giving
– How the Catholic Foundation can help support your efforts

Watch the recording.

2022 Charitable Giving Webinar: How to Navigate Giving in Today’s Market – November 10, 2022

State of the Market Overview
Rod Hennek, Founding Partner and Consultant, Atlanta Consulting Group

Making the Most of Your Charitable Giving
Jennie Stipick, CFP®, CRPC®, Financial Advisor, Edward Jones

Click here to watch the recording.

#iGiveCatholic 2022 Training Webinar – September 21, 2022

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. For more information on iGiveCatholic, click here.

Click here to watch the recording. Download the slides.

2022 Investment Forum  March 2022

Our 3rd annual Investment Forum took place on March 3. Our keynote speaker was Rupal Bhansali, Chief Investment Officer & Portfolio Manager, International & Global Equities at Ariel Investments. She presented her contrarian investing views in a talk titled “Winning by Not Losing: A Provocative View of Global Markets.”

Rod Hennek and Michael Butkus of Atlanta Consulting Group shared an update on the Catholic Foundation portfolio and discussed socially responsible investing.

Watch the recording here.

Event sponsors:

 

2021

 

October Legacy Liaison Meeting – Gifts of Non-Cash Assets  October 2021

At the October Legacy Liaison meeting, Wells Fargo Senior Philanthropic Specialist Debra Faulk and Wealth Advisor John Ripoll shared the “why” to include an appeal for non-cash assets in your year-end plans (especially since about 31% of all annual giving occurs in December) and the “how” to leverage these most valuable assets to achieve maximum impact on your fundraising.

Watch the recording here.

Writing a Will Webinar for Priests  October 2021

The Catholic Foundation of North Georgia and the Office of Senior Priests of the Archdiocese of Atlanta co-hosted this webinar for priests. Attorney Nick Djuric of Djuric Spratt explained importance of a will and the process of creating one. He will also break down the additional documents that you should have on record to ensure your wishes are carried out.

Watch the recording here.

As a follow up to the webinar, the Catholic Foundation and the Office of Senior Priests are offering opportunities to meet with attorneys who have graciously volunteered their time to assist priests in creating or updating their wills.

Charitable Giving Panel: Strategies to Give Back Better – October 2021

October is a great time to evaluate year-end plans to maximize philanthropic opportunities. Panelists Cherish De la Cruz, Sabre Linahan, and Jaime Benedetti discuss tax law changes and their implications on charitable giving and estate planning.

Watch the recording here.

Preparing for #iGiveCatholic Webinar – October 2021

Watch a recording of our Zoom webinar here for tips on how to prepare for your #iGiveCatholic campaign and learn what’s new this year.

 

 

2021 Investment Forum – February 2021

Click here to watch a recording of the 2021 Investment Forum.

Macro/Market Outlook – Kristina Hooper, Chief Global Market Strategist at Invesco, examines the key factors impacting the economy and markets.

 

 

 

2020

 

End of Year Tax Strategies – December 2020

Hear from Alan Connor, President of NovaPoint Capital LLC, Brent Herrin, Managing Partner Small at Herrin, and Sabre Linahan, Partner at Smith and Howard about Post-Election End-of-Year Tax Strategies.

Click here to watch a recording of the webinar.

 

Life and Legacy Webinar – June 2020

Webinar in its entirety: click here to watch

End of Life Care Presentation (Excerpt) with Fr. Neil Dhabliwala: click here to watch only Fr. Neil’s portion of the webinar

End of Life Care Presentation (Extended) with Fr. Neil Dhabliwala: click here to watch Fr. Neil’s uncut presentation