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Catholic Socially Responsible Investing

By Steve Oswald
For Today’s Catholic

When considering investing your assets, people of faith, Catholic parishes and Catholic organizations are often confronted with a dilemma. 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?
In Socially Responsible Investment Guidelines, the United States Conference of Catholic Bishops advises, “All economic life should be shaped by moral principles. Economic choices and institutions must be judged by how they protect or undermine the life and dignity of the human person, support the family and serve the common good.” Clients of the Catholic Community Foundation (CCF) and its subsidiary the Catholic Fraternity Fund (CFF), an autonomous pious foundation, can be confident that they will earn competitive financial returns while generating social returns in alignment with the teachings of our Catholic Church.

All CCF/CFF investments are over 99 percent compliant 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 Planned Giving, while the Catholic Fraternity Fund offers investment funds which will support their mission and ministries. In 2017, through generous donations to CCF’s managed Endowment funds along with their excellent investment returns, $2 million in grants were distributed to Catholic parishes and organizations of the Archdiocese of San Antonio.

At the Catholic Community Foundation, we believe we are the best possible stewards of your assets. We welcome the opportunity to discuss how we can assist you. For more information, visit our Catholic Community Foundation website at www.ccftx.org and the Catholic Fraternity Fund website at www.catholicfund.us or contact Steve Oswald, CEO/president, at (210) 732-2153 and steve.oswald@ccftx.org.

Steve Oswald is CEO/president of the Catholic Community Foundation.

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