For Advisors

We know your clients want to make a difference in the community. We make it simple.

Are you looking for a way to benefit your favorite charities both now and in the future? Would you like to simplify your annual and lifetime charitable giving? A Donor-Advised Fund at the Catholic Community Foundation might be a great solution for you! You can also use a DAF to distribute gifts to numerous charities.

A Donor-Advised Fund helps your clients:

• Simplify their charitable giving – all their giving with a single tax receipt.
• Make a gift of multiple years’ giving to maximize tax deduction.
• Stay active in their giving and involve family members or friends.
• Honor or memorialize a loved one or commemorate a special occasion.
• Ensures the continuation of a program or service of interest.
• Reduces income taxes and avoids federal and state capital gains tax on the sale of appreciated assets such as low-basis stocks.
• Build a significant gift over time.
• A great low or no-cost alternative to forming and maintaining a private family foundation.

With a Donor-Advised Fund, your clients can contribute when needed and receive an immediate income tax deduction.

The Foundation has three great options available:

*No-Fee Donor-Advised Funds have no gains, losses, or fees applied to the fund.

If you want to explore the options available to your clients, call Kyle Felix at 480.651.8805 or send an email to  kfelix@ccfphx.org. We will, without obligation, personalize an example for your client's situation and provide you with other planning ideas that meet their objectives.

The Catholic Community Foundation builds strong communities by helping donors achieve their charitable goals. We are a leader, a catalyst, and a resource for Catholic philanthropy. A vital resource for the Foundation is the Professional Advisory Board, which consists of business professionals and owners throughout the Diocese of Phoenix. These advisors provide counsel and expertise to the Foundation as we work together to strengthen our Catholic community by helping donors achieve their charitable goals.

Members meet quarterly to communicate new ideas in charitable giving, learn about emerging issues in the financial and philanthropic sector and build fellowship among their peers. The Foundation is grateful to have motivated, qualified and charitable-minded professional advisors who help us to fulfill our mission: “to carry on the work of Christ by fostering philanthropy.” 
 

For a full list of current members, view the Catholic Community Foundation Professional Advisory Board members list here.
 

How do you stand out in a market that continues to become more competitive? “Charitable giving” is an effective way to diversify your offerings and amplify your practice by providing your clients with charitable giving options to meet their philanthropic objectives. Separately Managed Accounts (SMAs) are charitable giving vehicles that allow you to maintain management of and collect fees on investments while allowing you to connect with your clients on things that matter to them. Separately Managed Accounts allow the opportunity to create an impact on the community while growing relationships substantially.

The Benefits of An SMA with the Catholic Community Foundation

1. Use your preferred custodian From major national brands to local firms, we have the capability to work with a wide array of custodial entities to serve you and your client’s investment goals.
2. Utilize flexible Investment options You have more versatility regarding investment options, including stocks, bonds, mutual funds, ETFs, cash, and more.
3. Connect to like-minded individuals Your clients will have peace of mind knowing they will be giving in accordance with their own moral compass. CCF is committed to Catholic values and ensuring the investments do not conflict with the teachings of the Catholic faith.