You want to hold your investments safe. Let us 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.

What is an Endowment?

1. An Endowment fund is established for the named parish or organization and invested into Catholic screened portfolios.

2. The principle of the fund continues to grow through investment returns and donor contributions.

3. Income disbursements occur every year to the named parish or organization from a percentage of the fund balance, providing predictable income forever!

Learn More About Endowments 

Our Forever Fund endowments are designed to support many areas of need within our community. Some of those areas include awarding scholarships to students attending Catholic schools, providing grants that assist front-line charitable organizations, and contributions to schools and parishes for infrastructure needs. Our Forever Fund endowments are the perfect vehicles to fulfill your charitable giving goals.


 

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What are Endowments?

Endowments are financial investment vehicles designed to withstand economic instabilities through sensible investing practices. Grants are distributed each year, while still permitting the corpus of the fund to grow. This allows for present-day community impact from a fund that is guaranteed to last in perpetuity. For more information on our endowments, please call 480-651-8800.
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We know you 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.


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*No-Fee Donor Advised Funds are one of the most exciting new vehicles for supporting the ministries and charities you care about. Click the link above to learn more.

Charitable Gift Annuities are a great way for you to support a charitable organization AND create a more secure future for you and your family, regardless of how the economy fares. Many individuals are unsure how a fluctuating market will impact their investments. That is why a Charitable Gift Annuity makes sense for some, providing the stability needed to create a predictable financial future. There are a number of reasons why you might find a Charitable Gift Annuity attractive. Here are just two reasons for you to consider:

Increase Your CD Income

If you own low-performing CDs that are maturing, you might consider transferring your CDs to the Foundation to fund a Charitable Gift Annuity. The payments will be fixed for life for you, you, and a spouse, or another loved one based on the age of the person receiving the payments. The payments will not change even if interest rates or the stock market fluctuates. Our promise to pay is backed by our 37 years of history and $75 million in assets.

Reduce Your Taxable Income

The year a Charitable Gift Annuity is established, a portion of the annuity generates a charitable tax deduction for you. If you transfer appreciated stock to fund a gift annuity, the payments will be taxed differently than a gift annuity funded with cash.

If you would like to learn about the tax advantages, annuity rates, or any other information regarding charitable gift annuities, please contact the Foundation at 480-651-8803.
 

Please complete the form "How Much Do You Qualify For" below!

Eighty-eight-year-old Annette recently established a $110,000 gift annuity to benefit her Catholic parish. For her age, the annuity rate is 8.4%, providing $9,240 per year for the rest of her life. And, over 80% of her annuity income is tax free!

Her personalized Catholic gift annuity is a lasting expression of her faith and will provide perpetual support for the ministries and sacramental life of her community.

Are you 72 or older and interested in simplifying your giving? Would you like to make a donation to the Catholic Community Foundation through your IRA when it is most convenient for you?

Satisfy all or a part of your required minimum distribution and help to sustain the work of the Catholic Community Foundation, all while minimizing or negating taxes on your qualified accounts with a Qualified Charitable Distribution.

A Qualified Charitable Distribution:

• Makes the most of your charitable gifts by rolling the funds straight to the charity of your choice without being taxed.
• Lowers your overall tax liability by lowering (or eliminating) the taxable amount of your IRA distribution. 
• Can be made to multiple charities up to $100,000 per person.
• Can be directed to any 501(c)3 organization, including the Catholic Community Foundation.
• Helps make an impact on causes that are important to you.
• Allows you to build a significant gift over time.
• Quickly and easily supports multiple charities.

What can I support?

• Your parish endowment – provide perpetual support for your local parish
• Life Forever Fund – Promoting and protecting life from conception to natural death
• Care Forever Fund – Promoting works of mercy in the Diocese of Phoenix
• Need-based Catholic Education Scholarships and Tuition Assistance
• Vocations to the Priesthood and Religious Life
• And many more!

Help ensure the continuation of the Catholic programs and causes that are important to you by rolling your Qualified Charitable Distribution to the Foundation in three easy steps:

1. Determine the amount and what you’d like to support.
2. Contact your IRA plan administrator.
3. Complete the QCD form provided by your plan administrator. 

If you want to learn more about how the Foundation can help with Qualified Charitable Gifts, or other ways to maximize your charitable giving this year, contact our gift planning team at 480.651.8800.

The Catholic Community Foundation’s Tax ID Number is 86-0465177.