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/