A Practitioner's Approach to Creating Catholic Foundations

13/07/2023 41 min Episodio 18
A Practitioner's Approach to Creating Catholic Foundations

Listen "A Practitioner's Approach to Creating Catholic Foundations"

Episode Synopsis

In this podcast, as part of our Principles in Focus series, you will hear from Catholic fiduciaries and industry experts sharing practical advice on forming, structuring, and strengthening Catholic foundations and trusts. Highlights The purpose and mission of a foundation Importance of a mission-driven foundation to avoid mission drift Pros and cons of different foundation models Importance of an audit committee in a foundation How to have a more robust committee structure for larger boards Importance of clear exit plans for board members in bylaws Being reactive and focused on a specialization within the foundation Two pitfalls to avoid with foundations Episode Resources Connect with Catholic Investment Services https://catholicinvest.org/about-us/ https://catholicinvest.org/about-us/#board-of-trustees https://catholicinvest.org/contact-us/