Collaborate with the Catholic Futures Foundation of Northeast Nebraska!
As a trusted advisor, you play a key role in helping clients align their financial goals with their values. The Catholic Futures Foundation of Northeast Nebraska supports Catholics in creating faith-based legacies through current and planned giving. Together, we can connect your clients with causes that matter while ensuring alignment with Catholic principles.
Why Partner with Catholic Futures Foundation?
Investing with a Catholic Heart
Our proprietary Catholic Values Screening follows USCCB guidelines to ensure investments reflect Catholic ethics while maintaining fiscal responsibility. We screen out companies involved in activities contrary to Catholic teachings, ensuring portfolios align with faith and stewardship principles.
Resources for Advisors
We provide tools, including planned gift services, bequest language, and tax benefits, to help your clients maximize their giving impact. Join our advisor coalition to be included in our referrals to donors seeking professional guidance.
Exceptional Service
Our team is committed to responsive, trustworthy, and personal support. Our commitment is to help our clients navigate the complexities of estate planning, ensuring their assets are protected, their loved ones provided for, and their charitable intentions fulfilled, all while preserving their Catholic faith and values.
Future Growth
We help grow endowment funds, fostering the long-term mission of the Church. Together, we strive to create a lasting impact that honors the individual’s journey, strengthens families, and supports the greater Catholic community of the Archdiocese of Omaha.
Partner with us to help your Catholic clients achieve their financial and spiritual goals. Contact us today to begin building lasting legacies of faith.