Catholic Brokerage Services
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FEELING BLESSED?
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Are you blessed with resources that extend beyond your immediate needs? Whether planning and saving for a significant project or simply building and diversifying our savings for a ‘Rainy Day,’ investing money consistent with our Catholic faith is essential.
Catholic Community Foundation will help ensure the organizations we work with align with your Christian values.
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The Catholic Community Foundation offers investment solutions tailored to our faith-filled community.
Our investment portfolio is invested consistent with Catholic Values, as prescribed by the United States Council of Catholic Bishops (USCCB).
The Foundation offers three pools for your organization to choose from, and we will even tailor a portfolio specific to your organization’s needs and risk profile.*
Many organizations fear the uncertainty associated with the markets; however, with proper and prudent management, your funds will grow much quicker than in a traditional savings account. Not to mention, if your timeline of usage is beyond three years, you are losing money by diminishing the purchasing power of your savings due to something called inflation. Typical savings accounts rarely generate enough return to exceed inflation.
Below is an illustration of the profit from the Foundation’s investment returns generated from the Catholic Savings Fund (a traditional savings account), and the Foundation’s invested options through a Catholic Growth Brokerage:
In this example, let us assume an organization has $100,000. They invest that $100,000 in the Growth Pool, the Intermediate Pool, the Catholic Savings Pool, and compare everything to the historical rate of inflation over that same time period (2%). Below is a depiction of how that money would have grown depending on how it was invested:
YearInflationSavings AccountIntermediate PoolGrowth Pool2016100,000.00100,000.00100,000.00100,000.002017102,000.00101,250.00108,490.00111,970.702018104,040.00102,515.63111,894.42120,617.502019106,120.80103,797.07116,985.61125,507.002020108,243.22105,094.53121,606.54127,626.10
In just four years, we see that the ending balance of an aggressively invested savings balance has yielded approximately $20,000 more (or 20%) over that same period vs. inflation and interest from a traditional savings account. This type of investment demonstrates the power of compounding returns and how a sensibly invested portfolio can increase returns over time.
The Foundation can help you meet your goals of today and your goals of tomorrow. Contact us to learn more about our Catholic Growth Brokerage and whether invested funds are appropriate for your organization. Also, please note the historical performance is not an indicator of future performance. Invested funds are subject to market forces that are inherent in all economic environments.
*Minimum invested balance of $1,000,000 required for a tailored pool.
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Put your money where your faith is - FIRST
The Catholic Community Foundation offers investment solutions tailored to our faith-filled community. Our investment portfolio is invested consistent with Catholic Values, as prescribed by the United States Council of Catholic Bishops (USCCB). The Foundation offers three pools for your organization to choose from, and we will even tailor a portfolio specific to your organization’s needs and risk profile.*
Many organizations fear the uncertainty associated with the markets; however, with proper and prudent management, your funds will grow much quicker than in a traditional savings account. Not to mention, if your timeline of usage is beyond three years, you are losing money by diminishing the purchasing power of your savings due to inflation. Typical savings accounts rarely generate enough return to exceed inflation.
Below is an illustration of the profit from the Foundation’s investment returns generated from the Catholic Savings Fund (a traditional savings account), and the Foundation’s invested options through a Catholic Growth Brokerage:
In this example, let us assume an organization has $100,000. They invest that $100,000 in the Growth Pool, the Intermediate Pool, the Catholic Savings Pool, and compare everything to the historical rate of inflation over that same time period (2%). Below is a depiction of how that money would have grown depending on how it was invested:
Year Inflation Savings Account Intermediate Pool Growth Pool 2016 100,000.00 100,000.00 100,000.00 100,000.00 2017 102,000.00 101,250.00 108,490.00 111,970.70 2018 104,040.00 102,515.63 111,894.42 120,617.50 2019 106,120.80 103,797.07 116,985.61 125,507.00 2020 108,243.22 105,094.53 121,606.54 127,626.10
In just four years, we see that the ending balance of an aggressively invested savings balance has yielded approximately $20,000 more (or 20%) over that same period vs. inflation and interest from a traditional savings account. This type of investment demonstrates the power of compounding returns and how a sensibly invested portfolio can increase returns over time.The Foundation can help you meet your goals of today and your goals of tomorrow. Contact us to learn more about our Catholic Growth Brokerage and whether invested funds are appropriate for your organization. Also, please note the historical performance is not an indicator of future performance. Invested funds are subject to market forces that are inherent in all economic environments.
*Minimum invested balance of $1,000,000 required for a tailored pool.
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Kyle Felix, CPA, MBAkfelixccfphx.orgCertified Public Accountant
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