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, our investment advisors screen out companies whose policies are in conflict with the Church’s ethical, moral and social teachings. 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
A $10,000 endowment created with us in 2013, after ten years, would have seen the permanent principal grow 0.93% while producing cumulative distributions equal to 49.7% of the initial deposit to support your designated Catholic cause(s). In other words, the initial gift remains (with modest growth) while almost half of its initial value would have supported your cherished Catholic cause.

Catholic Investing Overview