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...
By Nick Carney, Endowment and Legacy Giving Manager We are now in the season of Advent building toward Christmas! I am always reminded of certain joys that come from the traditions I celebrate each year. There are traditions with my work, my family, my church, and...
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 Nick Carney, Endowment and Legacy Giving Program Manager Have you ever been invited to a celebration and were at a loss on what to give? You are not alone. Gift-giving for graduations, weddings, birthdays, retirements, or any kind of occasion has gotten complicated...
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...
