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:
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.