Become a Friend of the Foundation
You take pride in providing your clients with the best advice, service, and products. You inspire trust and produce results. The Catholic Foundation wants to work with you to provide your clients with an opportunity to leave a lasting legacy.
Introduce your estate planning and financial planning clients to the benefits of the Catholic Foundation:
- Faith-based giving. The Foundation gives your clients an opportunity to not only gain tax advantages but also promote their values.
- Local focus. Our donors improve the community every day, right here in Northwest Indiana.
- Flexibility. Choose from a range of fund types that let your clients support the causes they care about most, at the level of grant involvement they desire.
- Effective investment management. We have $3.7 million in assets under management and receive investment advice from Lakeside Wealth Management.
Start the discussion today. For more information or to schedule a joint meeting with your client, contact Liz today.
New! Download our Ways to Give guide as a resource to share with your clients.
Thank you to our Friends!