Catholic Investment Practices

Since July 2015, the Foundation’s trustees have partnered with Christian Brothers Investment Services (CBIS) to manage its investment portfolio.  Christian Brothers’ investment approach allows the Foundation to invest your contributions in a way that “provides sound financial returns while remaining faithful to the ethical and social teachings of the Catholic Church.”

Using socially responsible investment guidelines of the US Conference of Catholic Bishops as a basis, CBIS screens out companies whose policies conflict with the Church’s moral teachings.  Once CBIS has created the final portfolio, it actively promotes Catholic values through shareholder resolutions, corporate dialogue and proxy voting.

Read the complete set of US Bishops guidelines here.

Our commitment to faith-based investment practices is another reason why the Independent Catholic Foundation has become the preferred administrator of many parishioners’ legacies within the diocese.

Endowment Activity Example
If $10,000 permanent endowment were opened with the Independent Catholic Foundation in 2007, the following chart shows how the initial principal would have grown 12% to $11,217 – while distributing a total of $4,043 (or 40% of the original principal) to the donor’s designated Catholic beneficiaries.