The Catholic Community Foundation | Jun 14, 2017
The Board of Directors of The Catholic Community Foundation elected the following individuals to the Foundation’s board: Matthew B. Fahey, former Managing Director/Equity Portfolio Manager for BMO Global Asset Management and investment professional with over 30...
The Catholic Community Foundation | Jun 2, 2017
The Catholic Community Foundation Board of Directors elected David Morris, First Vice President, Financial Consultant, with RBC Wealth Management as their Chairman of the Board. Dave is part of the Financial Advising Consulting Group and has over 37 years of...
The Catholic Community Foundation | Dec 5, 2016
Colonial Consulting, LLC, the investment consultant for the Foundation, shared with guests in attendance at the December annual reception, the following investment performance: Relative internal, asset allocation blended benchmark: CYTD +1.6%, and outpacing it in...
The Catholic Community Foundation | Dec 5, 2016
The Foundation celebrated it’s 15th year anniversary at their annual reception by announcing the five $15,000 winners of the Grant A Wish Contest. The over 150 guests in attendance celebrated the following five winners and the granting of their wish: Immaculate...
The Catholic Community Foundation | Jul 20, 2016
The Foundation announced the celebration of another milestone in the journey started July of 2001. It has surpassed the $7,000,000 mark in cumulative grants awarded since its inception with the inclusion of the $909,000 grants awarded this 2015/16 fiscal year ending...
The Catholic Community Foundation | Jul 18, 2016
The Board of Directors appointed the following board members as officers for the 2016/17 fiscal year. John A. Herbers, an attorney with Reinhart Boerner Van Deuren SC, was appointed Chairman of the Board; Dave Morris of RBC Wealth Management as Vice Chairman/Vice...
The Catholic Community Foundation | Jun 22, 2016
Best wishes to the Very Rev. Daniel Janasik, pastor of St. Leonard’s Parish in Muskego and a board member of The Catholic Community Foundation, on his appointment as dean of the Waukesha West Deanery by Archbishop Jerome Listecki. May the Lord’s blessings...
Mary Ellen Markowski
The Catholic Community Foundation | Jul 20, 2015
On Thursday, July 16, the Foundation was honored to be one of five recipients to receive a Philanthropy Impact Award from the Sixteenth Street Community Health Care Centers. This organization has been awarded grants from the Foundation since 2004 as part of the...
The Catholic Community Foundation | Jul 16, 2015
The Board of Directors appointed the following board members as officers for the 2015/16 fiscal year. John A. Herbers, an attorney with Reinhart Boerner Van Deuren SC, was appointed Chairman of the Board; Dave Morris of RBC Wealth Management as Vice Chairman/Vice...
John A. Herbers, Reinhart Boerner Van Deuren s.c.
The Catholic Community Foundation | May 14, 2015
I have found that many clients have substantial IRA and retirement plan benefits, and these balances make ideal gifts to their charitable beneficiaries after their death. These gifts avoid income tax because the IRAs and retirement benefits pass tax-free to the...
