What Are The Advantages Of Working With CCF?

Customized Client Reports

From sample tax scenarios to custom illustrations for charitable gift annuities and life estates, we can create individualized reports for you to share with your clients.

Faithful Giving Experts

We invest and distribute our funds in accordance with Church teachings. We work with the entire nonprofit sector (connecting your clients to archdiocesan and community causes), offering our extensive knowledge of local charitable organizations and emerging community needs. From churches and schools, to arts and culture and the environment, CCF assists families in embracing a spirit of giving that reflects their values for generations to come.

Community Foundation vs. Private Foundation

Benefits of establishing a charitable fund at the Catholic Community Foundation rather than a private foundation include reduced administrative costs, established tax exempt status, additional tax benefits, professional investment management, no minimum annual distribution, and access to our team of philanthropic experts. 

Tax Benefits

We assist advisors in ensuring your clients receive maximum tax benefits while supporting the organizations most meaningful to them. Fund contributions at CCF are eligible for a deduction of up to 50% of adjusted gross income for gifts of cash and 30% for gifts of appreciated stock, real estate, and closely held stocks. Gifts of appreciated assets receive normal charitable deductions while eliminating capital gains tax on the appreciation.