For our Professional Advisors

Charitable Bequest

Partner with us to help your clients establish their Catholic legacy.
You have clients who wish to support their favorite parish, Catholic school, or ministry in a meaningful, long-lasting, way. The Foundation of the Diocese of Raleigh provides a way for them to do exactly that.

The Catholic Foundation is an independent 501(c)(3) public charity. We connect donors to the Catholic ministries about which they are passionate, and provide a path to enable them to establish their Catholic legacy.

Legal Name: The Foundation of the Roman Catholic Diocese of Raleigh, Inc.

Contact Information


4700 Homewood Court,
Suite 320
Raleigh, North Carolina, 27609
Phone: 919/568-1065
Fax: 919/568-3241

Bequest Language

“I give, devise, and bequeath to The Foundation of the Roman Catholic Diocese of Raleigh, Inc., the sum of $__________ … [OR] ____ percent of my assets … [OR] the following property as described _____________ ____________________________…
for the restricted benefit of the following charities: (Charity Name), (City), NC; (Charity Name(Charity Name), (City), NC; (Charity Name), (City), NC; (Charity Name), (City), NC; ________ c/o The Foundation, 4700 Homewood Court, Suite 320, Raleigh, North Carolina 27609“

Distinctly Catholic… Trusted… Transparent… Independent… Forever

All Endowments and Permanently/Temporarily Restricted Gifts are managed by our dedicated Foundation Board of Directors, the Board Investment Committee, and our Investment Advisor (Marquette and Associates).  Per the Foundation Investment Policy, our portfolio adheres to the Socially Responsible Investment Guidelines established by the United States Conference of Catholic Bishops.

The board of directors is comprised of dedicated Catholic lay men and women from throughout the diocese.

Visit the menu tab entitled, “Your Gift Options” for details about gift opportunities or review the links below about how to make a gift to The Foundation to benefit ministries of the Diocese of Raleigh.

Visit the menu tab entitled, “Your Catholic Causes” for a current list of funds under Foundation management.