The Catholic Foundation works with The Concord Advisory Group Ltd. as its investment advisory service, a group with many years of experience working with religious non-profit organizations. The Catholic Foundation has established an investment policy to guide the investments of the Foundation's funds. The policy targets a long-term annual return of approximately 8%. All funds are invested in accordance with the U.S. Conference of Catholic Bishops’ guidelines.

Management fees are reasonable and comparable or lower than similar types of community foundations.

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