The Catholic Community Foundation can be an excellent resource for your clients’ charitable wealth & estate planning.
We help individuals and families with ideas and vehicles so they can execute their philanthropic goals during and after their lifetime. Building relationships with and educating professional advisors (CPAs, Estate Planning Attorneys, Wealth Managers, etc.) are key so that, when appropriate, advisors can direct clients to our Donor Advised Funds, Family Funds (endowed & non-endowed), Family Legacy Plan, and other philanthropic consultation services.
Information For Advisors
What is The Catholic Community Foundation?
The Catholic Community Foundation can be an excellent resource for your clients’ wealth and estate planning. We are a fully functioning community foundation which helps individuals and families with ideas and vehicles so they can execute their philanthropic goals during and after their lifetime. We offer:
Why The Catholic Foundation?
- As a repository of grant requests for the local Catholic community, we can inform donors about effective programs that would benefit from their support
- We partner with Jordan Park, an investment advisory firm in San Francisco, and have a sophisticated investment committee to optimize investment returns
- We offer donors the option to retain a private financial advisor with a gift of ≥$1 million
- We accept complex gifts such as real estate, operating partnership shares, cryptocurrency, etc.
- All funds managed under United States Conference of Catholic Bishops Guidelines
What services do you offer for my clients?
Family Funds
Donor Advised Funds (DAFs) offer flexibility in your clients’ charitable giving. We provide information about opportunities to meet needs in our community. Your client moves money to a DAF for an immediate tax deduction and then decides later which charities they wish to support.
Family Endowed & Non-Endowed Funds >
Family Funds allow individuals and families to support the organizations and programs that they love, either permanently or with a custom granting timeline. The Foundation provides family name remembrance with grants, protection of intent, variance power for the donor, and more.
These funds are eligible for QCDs from retirement assets.
Legacy Planning Services
We can be your clients’ partner in defining and implementing a charitable gift through their estate plan. We make donating to charity after one’s lifetime simple for both the advisor and the client. Read more about our Family Legacy Plan to see how our “single beneficiary strategy” works.
Institutional Funds
Designated & Purpose-Driven Funds >
Your clients may donate to an existing fund or create a new fund for a specific organization/program or area of work. These funds are open to donations from the public.
See our full list of Designated & Purpose-Driven Funds here >
What are some ways my clients can get involved with you?
- Donate to an existing or begin a new endowment fund. Learn More
- Solve a tax problem and manage your philanthropic giving with a Donor Advised Fund. Learn More
- Discuss the possibility of creating FOREVER VALUE with a Family Endowment. Learn More
- Use the Foundation as a resource for Legacy Planning. Learn More
Kevin Bell
Professional Advisor Program Manager
bell@catholiccf.org
408.995.5219
Professional Advisor Steering Committee
Andy Alves, Frank, Rimerman + Co., LLP
Brad Baron, RBC Wealth Management
Christina Bedolla, Ferrari, Ottoboni, Caputo & Wunderling LLP
Jerome Bellotti, Jerome A. Bellotti & Associates
Frank Boitano, Abbott, Stringham & Lynch
Lisa Intrieri Caputo, Ferrari, Ottoboni, Caputo & Wunderling LLP
Steve Carter, Abbott, Stringham & Lynch
James Cashman, Berliner Cohen LLP
Tom Crotty, Sensiba San Filippo LLP
Jennifer Cunneen, Cunneen Law
Dave Davis, Johanson & Yau Accountancy Corp.
George Delucchi, Delucchi, Hawn & Co., LLP
John Doyle, WealthPLAN, PC
Kathy Fitzpatrick, Fitzpatrick & Tucker, Inc.
Tom Glascott, Eckley Lombardi Glascott, LLP
Doug Hansen, Deloitte
Andrea H. Hensler, Ramsbacher Prokey Leonard LLP
Mark Johnsen, Wealth Architects, LLC
Larry Kuechler, Armanino, LLP
Julia Matsudaira, Jordan Park
Tim Maximoff, Hoge Fenton Jones & Appel, Inc.
Nancy Moriarty, Rimerman + Co., LLP
Charles Packer, Hopkins & Carley
Marc Parkinson, Petrinovich, Pugh and Co.
Jim Parks
James Petrinovich, Freedom Equity Group
Brandon Rebboah, Berliner Cohen LLP
David Sacarelos, Seiler LLP
John D. Sensiba, Sensiba San Filippo LLP
Brian L. Shetler, Berliner Cohen LLP
Leslie Yarnes Sugai, Sugai & Sudweeks
Raymond Triplett, Triplett Financial
Vicki Viso, Viso Insurance Services
Charles Volpe, Berliner Cohen LLP
Resources
Tax Information
The Catholic Community Foundation
777 N. First St., Suite 490
San Jose, CA 95112
(408) 995-5219
FEIN: 83-0400149
Corporate Number: C2644881