The Preferred Professional Advisors Group (PAG) is a great resource for Catholic Foundation clients to find an estate planning lawyer, financial planner, insurance professional, accountant or trust officer. Professionals in these fields are invited to become members of the Foundations PAG. Members share their expertise with fellow professional advisors on how to integrate philanthropy into conversations with Catholic clients. The Group also advises the Foundation about the changing needs of professional advisors and helps broaden the circle of advisors who recommend the Foundation to their clients. All members are invited to attend quarterly meetings with other professionals, receive our e-newsletter, and be recognized in the Foundations annual report.
|Start Time||Annual Membership September 2018 - September 2019|
|Basic Membership - access to additional web content on how donors can connect with the CFM||100.00|
|Premier - your contact info will be listed on website; invitation to a semi-annual professional event; invitation to provide guidance to the CFM in approaching donors (advisory council)||250.00|
|Exclusive - your contact info and picture on website; above invitations plus an opportunity to speak at a professional, parish, or nonprofit event; exclusive access to an event with the CFM's board||500.00|