Catholic Foundation Financial Policies and Statements

Investing in the Ethical and Social Beliefs of Our Catholic Faith

The Catholic Foundation partners with Christian Brothers Investment Services, Inc. (CBIS) and Wells Fargo to align our investments with the mission – not only to produce returns to fund the good works of the church in North Florida, but to reflect in the investments themselves the ethical and social beliefs of our Catholic faith.

Christian Brothers and Wells Fargo employ socially responsible investing, an investment strategy designed specifically to allow our mission to work in harmony with the management of our investment portfolios. This method seeks to actively improve companies by encouraging worker, environmental, and social reforms. This strategy includes:

  • Catholic Investment Screening
  • Active Ownership
  • Diversified Asset Management

The Catholic Foundation adheres to the investment guidelines of the United States Conference of Catholic Bishops (USCCB) and screens out companies that disregard church teachings.

You can be confident your gift will be responsibly invested with the Catholic Foundation.

Frequently Asked Questions