Catholic Foundation

With a Donor Advised Fund, donor(s) -- when it is convenient for them -- make donations that will be given to other public charities. The donor may make suggestions about distributing both the fund’s income and principal whenever and as often as they wish. Over time, as the principal grows, the donor has more money to contribute to charity than would have been available through the original gift(s).

The Catholic Foundation:

• fully invests the fund’s assets.
• helps ensure that all distributions comply with Internal Revenue Service regulations.
• encourages distributions to either Catholic or non-Catholic charities within the Catholic Diocese of Green Bay.
• reserves the right to refuse to contribute to any organization that violates Catholic values, although this seldom happens.

Anyone may create a Donor Advised Fund by contributing current and/or future gifts through wills, trusts, and bequests. Gifts may be in the form of cash, securities or other appreciated property.

For a personal illustration of how a Donor-Advised Fund can benefit you and your charitable goals, please contact Cindi Brawner at (920) 272-8199 or 1-877-500-3580, ext. 8199, or by This e-mail address is being protected from spambots. You need JavaScript enabled to view it