In this webinar, as part of our Principles in Focus series, you will hear from Catholic fiduciaries and industry experts sharing practical advice on forming, structuring and strengthening Catholic foundations and trusts through best practice principles.
00:00 – Webinar opens, Zela Astarjian, CIS Managing Director, Welcome and Introductions
5:30 – Opening Prayer, Elizabeth Tomlin
6:16 –Why do Catholic Institutions Need Foundations?
10:00 – Three Models and Key Characteristics
15:01 – How Foundations Fund Missions
17:30 – Keys to Success: Catholic Boards and Leaders
26:24 – Best Practices for Charters and Bylaws
33:50 – Considerations for Conflicts of Interest
39:51 – Role of Self-Evaluation
42:00 – Q: What are the considerations to keep in mind while forming a Catholic Foundation?; Raising and allocating funds appropriately
47:52 – Q: How to include starting and endowment in your fundraising?
50:45 – Q: How do Catholic foundations compete with secular, local, and community foundations, as well as low-cost options?
53:10 – Q: How to address resistance to incorporating Catholic Social Teaching principles into portfolios?
54:55 – Q: What are the pitfalls for Catholic foundations to consider?
56:13 – Thank you and closing