Professional Advisor

The Catholic Foundation works with advisors to help them assist their clients with charitable giving to the Catholic Foundation. The Catholic Foundation works with estate planning attorneys, financial planners, wealth managers and accountants.

As an advisor, your recommendations are pivotal to clients as they make decisions about distribution of wealth, bequests and trust arrangements. We are happy to work in partnership with you across the Diocese of Savannah to increase philanthropy in our Catholic community.

The Foundation provides advisors:

Quarterly E Newsletter: Up-to-date information about the Catholic Foundation, tips and resources for advising your clients about charitable giving options.

Charitable Giving Opportunities - Staff can provide you with information about the current needs in the Diocese of Savannah and answer questions regarding specific gifting opportunities for families or individuals to fulfill their philanthropy.

Meetings & Presentations - Staff offers parish and school presentations about the Catholic Foundation. We invite advisors to participate in these seminars. We also are available to speak with firm members, your professional organization or civic clubs.

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