Catholic Brokerage
Catholic Brokerage Services, offered through the Catholic Community Foundation, provides faith-centered investment opportunities designed to align with your values while maximizing the impact of your charitable giving. Our brokerage services ensure that your financial decisions not only support your goals but also uphold and reflect Catholic teachings. Our brokerage accounts are available to Nonprofits, Parishes, and Schools.
Why Choose Catholic Brokerage Services?
At the Catholic Community Foundation, we understand that financial stewardship is an essential part of living your faith. That’s why our brokerage services are built around three core principles:
Faith-Centered Investments: All investments adhere to the ethical guidelines of Catholic social teaching, ensuring that your assets are used to support and reflect the values you hold dear.
Community Impact: Your investments contribute to the growth and stability of Catholic schools, parishes, ministries, and other vital community programs.
Experienced Guidance: With over 40 years of expertise, our team offers solutions to help you achieve your financial and philanthropic goals.
Our Investment Approach
Ethical Stewardship
Every investment is screened and selected to adhere to Catholic moral and social teachings.
Custom Solutions
We offer a range of options that prioritize both financial growth and community impact.
Fiduciary Oversight
As a trusted and independent 501(c)(3), we provide the highest standard of accountability, ensuring your intentions are honored.
Corporate Engagement
We actively vote the corporate proxies of our investments, ensuring the values of our Catholic faith are reflected in the initiatives of the companies we support.
The Foundation offers four pools for your organization to choose from, and we will even tailor a portfolio specific to your organization’s needs and risk profile.*
Who We Serve
Nonprofits
Parishes
Schools
How to Get Started
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. 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.
Whether you’re new to faith-based investing or ready to expand your charitable giving strategy, our team is here to help. We’ll work with you to:
Define your goals and align them with Catholic values.
Explore investment options that support your unique needs.
Develop a plan that ensures long-term impact and financial stewardship.