Agency Funds
Establish an Agency Fund:
At the Catholic Community Foundation, we believe we are the best possible stewards of your assets.
The goal of our Foundation is to offer competitive investment returns while following USCCB SRI Guidelines.
Agency Funds are held by a Catholic parish, school, or organization. Investment objectives are competitive returns while guided by the tenets of our Catholic faith – Protect Human Life, Promote Human Dignity, Enhance the Common Good, Pursue Economic Justice, and Save Our Global Common Home.
Three investment options are available – based on desired return vs acceptable risk and your investment time horizons.
The minimum amount to open an Agency Fund is $25,000.
Daily liquidity is provided – (deposits and withdrawals)
Invest with Purpose
When you entrust your funds to the Catholic Community Foundation, they grow through socially responsible investments managed by financial experts – and are reinvested by you for the good of the Catholic community.
Catholic Socially Responsible Investing
When considering investing your assets, people of faith, Catholic parishes and Catholic organizations are often confronted with the following dilemmas:
How do I invest my funds in a morally and socially responsible way and still receive competitive returns?
How can I trust that the companies I place my assets with will invest them in ways that benefit and strengthen my Catholic community?
Clients of the Catholic Community Foundation (CCF) can be confident that they will earn competitive financial returns while generating social returns in alignment with the teachings of our Catholic faith.
All CCF investments are aligned with the U.S. Conference of Catholic Bishops Guidelines on Socially Responsible Investing. Our Foundation provides parishes and Catholic organizations with Endowments, Donor Advised Funds and Agency Investment Funds.
In 2022, through generous donations to CCF’s managed Endowment funds along with their excellent investment returns, nearly $3 Million in grants were distributed to Catholic parishes and organizations of the Archdiocese of San Antonio.
We welcome the opportunity to discuss how we can assist you.
For more information, please contact Alison Cochrane, CEO/President, Catholic Community Foundation at 210-732-2157 or at [email protected].
