Professional Advisory Board
Connecting Expertise with Purpose
The Catholic Community Foundation’s Professional Advisory Board (PAB) is a trusted network of advisors that guides individuals and families in making informed financial and charitable decisions. Through collaboration with financial, legal, and tax professionals, we ensure our donors receive expert advice aligning with their faith and philanthropic goals.
What is a Professional Advisory Board ?
The Professional Advisory Board meets quarterly to share innovative ideas in charitable giving, stay informed about emerging trends in the financial and philanthropic sectors, and build fellowship among peers. These professional advisors are an integral part of the Foundation’s referral network, collaborating with our team to support individuals with needs beyond the Foundation's capabilities. We are grateful for the expertise and generosity of our motivated, qualified, and service-oriented advisors, who help us carry out our mission of fostering philanthropy in the spirit of Christ.
How We Support Donors
Our Professional Advisory Board offers expertise in:
Charitable Giving Strategies
Guiding donor-advised funds, endowments, and other vehicles to maximize impact.
Tax-Advantaged Giving
Helping donors understand tax benefits associated with their contributions.
Estate Planning
Crafting plans that honor donors' intentions while ensuring their legacy aligns with their faith.
Wealth Management
Advising on investment strategies that reflect Catholic social teaching.
Business Succession Planning
Offering solutions for integrating charitable giving into the transition of business ownership.
Why Work with Us?
Faith-Based Expertise
All strategies align with Catholic principles, ensuring that your values are upheld.
Trusted Experience
Our advisors bring years of professional experience and a shared commitment to Catholic philanthropy.
Comprehensive Planning
We focus on holistic solutions that address financial, charitable, and spiritual objectives.
Become Part of the Professional Advisory Board
We invite professionals who share our mission and commitment to join our network. Members of the Professional Advisory Board benefit from:
Networking Opportunities: Build relationships with other like-minded professionals.
Professional Growth: Stay informed about trends in charitable giving, estate planning, and Catholic investment strategies.
Making a Difference: Help individuals and families create meaningful legacies that strengthen our faith community.
How to Join
- Connect with us and share a bit more about your background and interest by filling out the form below.