Investment Information

CFAD takes very seriously the intent of donors and the required regulations related to investing these donations, including regularly reviewing the needed investment policy, holding a diversified portfolio to minimize risk and maximize return and having a thoughful spending rate. CFAD follows Uniform Prudent Management of Institutional Funds Act (UPMIFA) best practices.

CFAD's investment oversight includes:

• 11-member board of directors

• 6-member investment committee

• CFAD executive director

• Pavilion-Mercer Investment Consulting, who advises over $390 billion in nonprofit investments for more than 345 nonprofit partners

The following is information regarding investments with The Catholic Foundation  If you are unable to find the information you are looking for, please contact us at (563) 552-0176 or CFAD@OurCFAD.org.