The Catholic Foundation in the Archdiocese of Dubuque

The Catholic Foundation in the Archdiocese of Dubuque (CFAD) assists donors who wish to make a meaningful and lasting impact for Catholic organizations and those served by those organizations through the Spiritual and Corporal Works of Mercy. CFAD serves those in the 30 counties in northeast Iowa that make up the Archdiocese of Dubuque in three ways: charitable planning, investing, and grantmaking services.CFAD is separate from, yet collaborative with, the Archdiocese Corporation and holds donor advised funds and endowments for donors and Catholic parishes, schools, cemeteries, social services and other Catholic organizations. Statement continued on Schedule O.We work with donors who want their Catholic values perpetuated in a legacy gift and help them structure that in the best way for them, their family and the organization(s) they want to benefit. CFAD works with Catholic organizations, their donors and donors' advisors through its legacy planning services. In FY2024, 11 new organizations began the Legacy Planning Toolkit program through CFAD. More than 1,300 individuals sought information through CFAD's services regarding charitable giving along with 234 attending charitable planning education events.CFAD invests legacy gifts, donor advised funds and organization trust accounts in Catholic responsible choices. In FY2024, 17 new endowment funds, two new donor advised funds and 13 new agency trust accounts were added. Additionally, one future planned fund was established.Through donor agreements, CFAD grants legacy gifts as donors intend. In FY2024, $4,255,113 in grants were given from 234 funds to 166 organizations. The amount of grants to others in Part IX, line 1 represents distributions taken. Some organizations choose to not take a distribution but rather reinvest. These organizations are not reflected in the grant total.CFAD's vision is to endow financial support for our Catholic community; in other words, CFAD aims to sustain our Catholic organizations so that they can always carry out their missions to meet both spiritual and basic human needs in a manner that reflects Catholic values.