In your work as an advisor, you value professionalism, integrity, and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share these values and take the same care when it comes to helping our donors plan charitable gifts.

Please use our legacy website as you help your clients with their charitable plans, and feel free to contact Frances S. Caan, Manager of Planned Giving at 1 (800) 842-7804 or fcaan@catholicextension.org.

Tools for Professional Advisors

If your client is interested in supporting a specific program or area of our mission, we recommend contacting us to discuss your client’s plans with our Planned Giving team before completing the gift to confirm Catholic Extension can honor their wishes.

Partner With Us

We understand that gifts to charities such as Catholic Extension can be an important part of your clients’ overall financial and estate plans. That’s why we’re committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible.