Kevin Bell comes to the Catholic Community Foundation as the organization’s Professional Advisor and Complex Gifts Program Manager. His background as a Financial Advisor and Real Estate Investment Advisor gives him unique insight for the position. He previously worked...
Testamentary DAFs A very simple way to implement the charitable portion of an estate plan is through the use of Donor Advised Funds (DAFs). There are several simple and effective strategies, including: Pre-planning a DAF to make several charitable gifts after death...
October 18th-24th is National Estate Planning Awareness Week! Here are some facts about estate planning that may surprise you: 55% of Americans die without a will or estate plan 71.6% of Americans do not have an up-to-date will 15% of Americans earning more than...
By Marie Galetto-Dugoni, Marketing Manager During a year of significant loss and turmoil, we also witnessed immense generosity. Many people are philanthropic and simply waiting for the right opportunity to give. Such was the case for one donor who is passionate about...
By Marie Galetto-Dugoni, Marketing Manager In 2019, the Foundation awarded the Cathedral Basilica of Saint Joseph, Saint Leo the Great Parish and Sacred Heart of Jesus Parish a Two-Year Grant for their upcoming Parent Engagement Academy. No one knew just how much...
