Dioceses and Parishes
The Parish Investment Program is designed to serve the unique investment management needs of parishes. Our investment models balance the preservation needs of parishes with the need for innovation while growing and protecting your funds.
Parishes face their own particular stewardship challenges with respect to managing their funds. The Parish Investment Program is the perfect place for a parish to invest their funds in the medium (three year) or longer term. The availability of three investment models – provided at no additional cost – is often appealing to a parish in terms of diversifying and protecting their funds.
A parish, will benefit from the higher level of stewardship we provide through our “diversified investment funds” model that reduces risk and increases investment opportunities within the Catholic Fraternity Fund’s already established and compliant structure (meaning compliant in terms of civil and Canon Law).
Should a parish wish to move beyond an investment account to permanently endow funds for their long term protection, we can help! Ask us how.
The Catholic Fraternity Fund manages all investments in compliance with Socially Responsible Investment Guidelines in line with the teachings of our Catholic faith.
For more information, please contact Steve Oswald, CEO/President, Catholic Community Foundation at 210-732-2157 or at [email protected] or Deacon John Benage, VP, Catholic Community Foundation at 210-732-2157 or at [email protected]