For Trustees and Advisors

We are Here to Help Donors Accomplish Their Goals

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 your values and take the same care when it comes to helping our donors plan charitable gifts.

We understand that gifts to charities such as Catholic Extension Society 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.

Useful Legal Information

I'm here to help