Foundation For The Diocese Of Helena Inc

Building and managing permanent endowments: the foundation solicits and manages gifts to permanent endowments to support the parishes and ministries of the diocese of helena. Over $37 million in endowed funds are professionally managed by the foundation, invested in adherence to the principals of socially responsible investing as outlined by the united states conference of catholic bishops. Endowment beneficiaries receive quarterly endowment statements reflecting investment activity and fund balances.

Charitable planning expertise: the foundation provides annual estate planning and planned giving education in every deanery across the diocese of helena and upon request for an individual parish/school/ministry. Charitable gift annuity program administration is provided by the foundation, allowing donors with easy access to the montana endowment tax credit. The foundation establishes named endowment funds for donors, allowing them to provide a steady stream of income that their chosen parish/school/ministry can count on in perpetuity. Donors establishing named endowment funds receive annual endowment statements reflecting investment activity, distributions to their designated ministry, and fund balances.