The Catholic Foundation, in partnership with the Knights of Columbus Charitable Fund, has created the Catholic Foundation Donor-Advised Fund, providing individuals and families the opportunity to maximize their philanthropic impact while remaining faithful to the teachings of the Catholic Church. A donor-advised fund is a giving vehicle which allows donors to make a charitable gift and receive an immediate potential tax deduction. Your gifts can potentially grow while they are invested in accordance with Catholic values. Donors can recommend grants from their funds immediately or over time.
Make a potentially tax-deductible donation of cash or appreciated stock. A contribution to a donor-advised fund is irrevocable and can only be used for grant-making to charities whose values align with Catholic teachings.
Potentially grow your donation tax-free and choose which investment strategy best meets your giving goals. While you’re deciding which charities to support, over time your donation can potentially grow, making available even more money for charities.
Support your parish and the Catholic and other charities you love now or over time. With each grant, you have the option to be anonymous. We will conduct due diligence to ensure your chosen charity does not contradict our Catholic faith.
The Catholic Foundation can accept grants from your donor-advised fund. Its easy! Just click the link below, choose your fund from the list, and request a grant.
You can transfer your donor-advised fund with another financial institution to the Catholic Foundation’s donor-advised fund. Just open an account with us, and transfer funds from your old donor-advised fund by making a grant request to your new Catholic Foundation donor-advised fund. Don’t forget to let us know. We’d love to thank you!
Need More Info?
Contact our Planned Giving Officer, Cliff Evans at (904) 262-3200, ext. 139 or email cevans@dosafl.com.
The Catholic Foundation and its affiliates do not provide financial, tax, legal or accounting advice. This site is for informational purposes only and is not intended to provide, and should not be relied on for, financial, tax, legal or accounting advice. You should consult your own financial, tax, legal and accounting advisors before engaging in any transaction.