Catholic Financial Life Foundation

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Catholic Financial Life Foundation
Donation Opportunities

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 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 the Foundation at foundation@catholicfinanciallife.org.

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

Nearly $70,000

Donations Received

$125,000 +

Given Back to the Community 2021

$146,900

Raised and Donated by
The Foundation and Local CFL Chapters for "Love One Another"

Solutions for Your

Solutions for You

Protect the ones you love. Catholic Financial Life is here to help you protect your financial future; finding solutions that help you achieve your goals and meet your budget.

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About Catholic Financial Life

About Catholic Financial Life

Being around more than 150 years doesn't happen by accident. We are different by design. Interested?

 

 

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CFL Membership

Catholic Financial Life Membership

Join our family, more than 125,000 members strong, and become a part of something greater than yourself. 

 

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The Catholic Financial Life Foundation is a 501(c)(3) nonprofit registered in the US under EIN: 20-4780760.

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