eBook: Making MegaMoves

Making MegaMoves Cultivating and Focusing Resources to Sustain Your Mission's Impact Introduction Across the country one sees the need for affordable housing, quality schools, edifying worship spaces and the spiritual and mental grounding that comes from an active faith life. Yet, one also witnesses the declining Catholicity in society as…

eBook: Practicing the Art of Advancement

Practicing the Art of Advancement Five Tenets for Building a Culture of Philanthropy in Your Catholic Institution Introduction We are pleased to share this guide, which offers ideas for optimizing core fundraising activities so they can contribute more powerfully to your Catholic institution’s financial resiliency. We created this guide as…

eBook: The Art of Advancement

The Art of Advancement Creating a Culture of Philanthropy to Secure the Future of Your Catholic Institution Introduction We are pleased to present you with this guide – “The Art of Advancement” – which offers ideas for securing the future of your Catholic institution through advanced financial and fundraising strategies.…

eBook: Understanding the Role of Global Equity

Understanding the Role of Global Equity Introduction Leaders of Catholic institutions face unique challenges in ensuring the vitality and durability of their organizations. Dedicated to advancing the faith and serving humanity, they must constantly fund-raise and manage spending to avoid a future financial crisis. Many such organizations create endowments and…

eBook: Exploring the Potential of Hedge Funds

Exploring the Potential of Hedge Funds Introduction For many investors, the investment universe in recent years has largely been divided into two categories of asset classes: Equities and Fixed Income. The first category, which entails buying shares in companies, is typically seen as the “risky” allocation of an investment portfolio,…

eBook: Exploring the Potential of Private Equity

Many investors – institutional and retail alike – deal with the complexities of investing the same way: by sticking to the most familiar or comfortable path. On the surface, that seems like a wise decision, one that avoids taking unnecessary risks with scarce financial resources. But, when we look deeper,…

eBook: Securing the Future of your Catholic Institution

We are very pleased to present you with this guide – “Securing the future of your Catholic institution” ­which provides ideas and best practices for envisioning, creating and sustaining a successful investment strategy for your Catholic organization. Within these pages you will find easy-to-understand information about: Forming a diverse and…

U.S. Bishops offer clear guidance for investing based on Catholic values

It's a conundrum faced by many Catholics investing for retirement or other financial goals: how to pursue positive investment returns while also acting upon their beliefs and values. Many worry that they'll need to accept lower returns if they invest based on moral tenets (not so) or whether the main…