News - October 2022 RSS Feed

Virtually join national presenter Johnne Syverson on Wednesday, November 16, 2022, 12-1 p.m. central to learn about these charitable options. You will find creative solutions to client problems when you can combine a Donor Advised Fund with a Charitable Gift Annuity. Learn how using these two charitable tools can help your clients achieve multiple personal objectives and divert tax dollars to their favorite charities in the process. There is no fee to participate but registration is required. This webinar is intended for financial professionals, private client bankers, wealth advisors, fund raisers and individuals wanting to learn more about CGAs, DAFs and faith-based philanthropic tools. Co-sponsored by CFAD and the Catholic Foundation of Southwest Iowa. Click to register.

Join us for a brief, virtual update on the monies stewarded by CFAD in its various portfolios the past quarter. Topics may include a broad market update, portfolio performance overviews, Catholic responsible investing details and other information from the recent quarter. This is for anyone who has a fund with CFAD and their representatives: pastors, business managers, bookkeepers, finance committees, pastoral councils, school, cemetery or other Catholic organization boards and anyone interested in CFAD. Join us Wednesday, November 9, 2022, from 12-12:30 p.m. central time. Click to register.