Some of the benefits to donors are:

  • Safeguards to ensure donor intent is fulfilled. Funds cannot be used for purposes outside the scope of the gift.
  • Endowments are invested in a responsible way to ensure the growth, protection, and preservation of the funds into perpetuity.
  • Morally responsible investment management aligned with the teachings of the Catholic Church. All funds are invested in accordance with the United States Conference of Catholic Bishop’s guidelines for Socially Responsible Investments.
  • Lower fees for institutional quality investment management.

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