Gift PlanningLeave a Legacy of Giving

Planned Giving

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Professional Advisors

GUIDE YOUR CLIENTS' FAITH-INSPIRED PHILANTHROPY

Many Catholics hunger to experience the joy of philanthropy - and are looking to do so in ways that make financial sense now and into the future. When you refer Catholic clients to the Catholic Community Foundation (CCF), you're not only helping them achieve their charitable goals and dreams but also increasing your value as a trusted advisor.

WHY PARTNER WITH CCF?

Philanthropic Expertise

We offer a wide range of tax-advantaged giving options that help your clients give well and make an impact.

Faith-Consistent Investing

As a leader in faith-consistent investing, we ensure your clients' philanthropy aligns with their Catholic faith and values.

Competitive Fees

Our fees are competitive with other community foundations and national charities.

Trusted, Local Partner

Located in St. Paul, our staff is always accessible to answer questions and help you strategize.

Community Networking

We frequently convene our Minnesota Catholic community, offering you an opportunity for professional networking.

ADDITIONAL ADVISOR RESOURCES

WE'RE HAPPY TO HELP

Michael A. Ricci, Jr., CFP®, CAP®
Director - Professional Outreach & Investments
651-389-0879
Email Michael


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