Catholic Organizations
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Our mission is to maximize yours, and we're here to serve the spiritual, educational and basic needs of our community through the parishes, schools, cemeteries, vocation programs and Catholic social services organizations.
One of our core values is education - providing professional guidance to grow the Church. Join that with our sustainability and stewardship core values, we're here to help you plan, invest and grow your funds, all while sharing your Catholic values. We're committed to helping you further your mission today and sustain your faith-filled work for years to come.
CFAD's Legacy Giving Program Toolkit helps organizations through this three-staged approach to start, grow and sustain legacy gifts — charitable giving that involves financial and estate planning.
Introductory-
For organizations starting from scratch or renewing an effort that has been dormant
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Begins the needed awareness and education with basic materials ready for you to use, such as newsletter/bulletin blurbs and inserts
Operational
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For organizations who have completed the Introductory stage and are ready for a more customized program
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Includes development of a marketing plan with organization-specific materials and a legacy giving workshop
Upkeep-
For organizations who have completed the Introductory and Operational stages to continue stewarding those who have committed to a legacy gift and cultivating those who have not
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Continues follow up materials to keep awareness going, including direct mail letters and a legacy giving eNewsletter
CFAD's Legacy Giving Program Toolkit is based on research and best practices, takes away complexity, is guided by CFAD and has the marketing tactics & templates provided. Contact CFAD today to begin inviting people to tie God His Church into their estate plans. -
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Partnering Together to Help Those Who Want to Support Catholic Values
CFAD has many options for you and your supporters to help multiply charitable resources to support your mission and uplift our entire Catholic community.Do you have organizational savings reserved for longer-term projects? CFAD's trust accounts may offer better stewardship of those resources.
Have donors expressed interest in endowing a lasting transformation for your organization? We can help individuals with planning, and through your existing fund or a new fund, they can assure their wishes perpetually help your cause.
Does your finance or pastoral council or board of directors have questions about CFAD and its services? We're happy to come to a meeting, explain the role of the foundation for our Catholic community and present how we may help your organization. Contact us today!
Do you wish to start a legacy giving program at your organization? As explained above, we have a turnkey toolkit that will help you start, grow and sustain a program so your donors know that you need and accept their legacy gifts.
Do you know of a group who would benefit in knowing more about how CFAD can help parishes, Catholic schools and other ministries? We can present to them on various topics. We're also happy to briefly speak before Mass to inform how CFAD can help them and the parish. Let us know!
Do you wish to start or grow an endowment? Do you have questions on what one is, why you should have one, how much it should be and how to begin and increase it? Read our resource for answers.
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