Catholic Investing

Our Trustees are committed to investing our entire endowment portfolio according to the ethical, moral and social teachings of the Catholic Church. Download our printed narrative at the bottom of this page.

Using socially responsible investment guidelines of the US Conference of Catholic Bishops as a basis, Christian Brothers Investment Services 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. Follow this link to learn more about CBIS’ Catholic Responsible Investing approach.

The US Conference of Catholic Bishops published the complete set of Catholic investing guidelines here.

Our commitment to faith-based investment practices is another reason why the Independent Catholic Foundation has become the preferred steward of many parishioners’ legacies throughout Central Pennsylvania.

10-Year Endowment Performance
If you had created an endowment with us in 2011 with $10,000, after ten years, the endowment would have grown 25% to $12,508  – even after making cumulative distributions of $4,885 to support your designated Catholic cause(s).

Catholic Investing Overview