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  • Predictable. Secure. Forever. 
    A long-term approach to financial sustainability.
    • ENDOWMENTS

      Safeguard Your Organization’s Future

      Create financial certainty for your organization beyond the current year’s giving cycle by building an Endowment Fund.

      The mission of your organization is important in sustaining the spiritual well-being of our community. The Catholic Community Foundation is here to help so that you can focus on your missional work today and worry less about long term funding of tomorrow. This will ensure your organization is there to serve people for years to come.

      You want to hold your investments safe. Let the Catholic Community Foundation be the solution. The Catholic Community Foundation has been serving the Phoenix valley since 1983. Currently holding over $95 million in assets under management, we are your trusted financial partner for long-term, charitable giving.

      To learn more about endowments and how the Catholic Community Foundation can help you achieve your goals, call 480.651.8800.

    • Endowment Image
    • What Is An Endowment?

      An endowment fund is designed to withstand a fluctuating market through morally responsible investing practices. An endowment fund continues to grow through an investment pool and donations from supporters, while at the same time, a percentage of the return is given each year to the nonprofit organization the fund is created for. In other words, annual income will be provided forever, creating a guaranteed pot of money the organization can count on year after year, no matter what!

      Difference Between An Endowment and Donation

      How An Endowment Can Help Your Organization

      1.) PREDICTABILITY
      • Endowments provide stable income to minimize the impacts of economic and demographic uncertainties.
      • Endowments diversify the organization’s income.
      • Ensures the longevity of the mission for generations to come.

      2.) PROTECTION FROM LIABILITY
      • Programs and operations that serve vulnerable populations are at higher risk of litigation, making asset protection a priority.
      • Protects from breach of contract, injury, defamation or other claims against your organization.

      3.) ENHANCED GIVING OPTIONS
      • Provides additional opportunities for larger and more frequent gifts.
      • Provides a destination for end-of-life gifts.

      4.) ATTRACT GREATER FUNDING
      •A strong endowment signals credibility, strength, and longevity.
      •Attract donors to leave planned gifts or larger immediate gifts.

      Why is An Endowment Important?

      We are called to be good stewards of our property, buildings, programs, and services. This includes securing the necessary funds to cover today’s expenses, as well as building capacity for future growth. Endowments are critical to the long-term survival of parishes, schools, and charitable organizations because they provide a permanent and stable source of income over time.

      To learn more about endowments and how the Catholic Community Foundation can help you achieve your goals, call 480.651.8800.

      Annual Operating Budget Example Graph

      The table above represents the key value and purpose of an endowment. As time goes on, endowments aim to close the gap between expenses and the amount of donations needed to break even on an annual basis. As the endowment balance grows, fewer donations are needed to sustain your operations. The sustainability and predictability of the endowment income is high, while the amount of donations each year is unpredictable and subject to economic and social factors outside of the control of the nonprofit. This inconsistency can lead to shortfalls and potential disruption to the mission.


    • “I absolutely believe in the value of perpetual endowment investing... Mt. Claret has seen the value {of endowments} and has since established two other perpetual endowment funds with the Catholic Community Foundation. All three of our funds continue to grow and replenish the needs of our organization while giving our community a way to show their love and support back to Mt. Claret."

      — Tom McGuire

           Mt. Claret Retreat Center, Director

    • Tom McGuire, Mt. Claret Retreat Center, Director
    • Organizational Resources

      Organizational Resources
      The Catholic Community Foundation
      partners with Diocese of Phoenix parishes, schools, and charities to help them create opportunities for sustainable funding of their missions.
      Learn More

    • Catholic Savings Fund

      Catholic Savings Fund
      The Catholic Community Foundation's
      new Catholic Savings Fund provides a flexible short-term investment option that is superior to a bank savings account, CD or stocks and bonds.
      Learn More

    • Did you KNow?

      The Catholic Community Foundation manages endowment funds for 98% of the parishes in the Diocese of Phoenix. The CCF Team would love to help educate you and your parishioners on the importance of long-term investing through our Endowment Drive Program. With the help of your community and CCF, you can be sure your parish will provide a place for community worship for generations to come.

    • Contact Us

      • Kyle Felix, MBA, CPA, CA
        Kyle Felix, MBA, CPA, CA
        Certified Public Accountant
        480-651-8805
        kfelixccfphx.org
        LinkedIn
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4500 South Lakeshore Drive, Ste 650
Tempe, Arizona 85282
info@ccfphx.org | 480-651-8800
Tax ID: 86-0465177

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