Catholic Community Foundation

What Catholic Community Foundation does

Catholic Community Foundation is an independent 501(c)(3) non-profit and separate canonical entity of the Roman Catholic Diocese of Phoenix, founded in 1983 and headquartered in Tempe, Arizona. It serves as the primary philanthropic, endowment, and planned-giving vehicle for Catholic parishes, schools, ministries, and individual donors across the Diocese's footprint in Maricopa, Yavapai, Coconino, and Mohave counties. The Foundation manages $130M in Funds Under Management across 600+ community funds, including $86M in endowment assets, and holds endowments for 98% of parishes in the Diocese.

The Foundation's product portfolio spans Endowment Funds, Donor-Advised Funds, Charitable Gift Annuities, Catholic Education Scholarships, Forever Funds (Life, Education, Vocations, Care, Community), Memorial and Tribute Funds, and a Giving Circle collective grant-making program. Underlying operations run on a four-tier investment pool architecture (Fixed Income, Capital Preservation, Intermediate, Growth) constructed by the Foundation and actively managed by BNY Mellon, with all holdings screened against USCCB investment guidelines and monitored by the Foundation's Finance and Investment Committee. Donors and grantees interact through an FCSuite donor portal, a Grant Interface grantee portal, a scholarship portal, and Freewill.com for stock, crypto, and QCD donations.

Revenue is generated primarily through investment management fees on the four pools (ranging from 0.30% to 0.43%), mission support fees, and residual economics from charitable gift annuities, supplemented by in-kind giving flows. Distribution is relationship-led, combining direct advisory outreach to parishes and Catholic schools, professional advisor referrals, the Giving Circle pitch events, the annual Catholic Values Investment Forum, and digital content (blog, newsletter, video media library). Customers span four primary segments: Catholic parishes and schools, individual Catholic donors, Catholic non-profit organizations, and a secondary tier of non-Catholic donors plus financial advisors/CPAs seeking USCCB-aligned investment solutions.

Name

Catholic Community Foundation

Legal name

Catholic Community Foundation

Website

https://ccfphx.org

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

1–10 employees

Short description

Catholic Community Foundation is an independent 501(c)(3) serving the Roman Catholic Diocese of Phoenix with $130M in Funds Under Management. It provides USCCB-compliant endowment management, donor-advised funds, charitable gift annuities, scholarships, and investment pools to parishes, schools, nonprofits, and individual donors across four Arizona counties.

Ownership category

akta.pro rank

Product category

Faith-Based Charitable Foundation Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321), Grantmaking and Giving Services (8132)

SIC

Finance Services (6199)

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industries

Private Foundations (BPAGAKAA), Donor-Advised Fund (DAF) Sponsors (BPAGAKAF), Scholarship & Fellowship Foundations and Trusts (EDADAHAC), Philanthropic & Charitable Trust Services (FSAAANAI)

Keywords

• Faith-based philanthropy
• Endowment management
• Donor-advised funds
• Planned giving services
• Catholic values investing

Headquarters

HQ city

Tempe

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Management Fees: The Foundation generates revenue through investment fees charged on funds under management. Fees vary by investment pool: Fixed Income Pool (0.30%), Capital Preservation Pool (0.34%), Intermediate Pool (0.43%), and Growth Pool (0.40%).
2. Mission Support Fees: Fees collected to support the Foundation's operational and charitable work, as referenced in their glossary of terms.
3. Charitable Gift Annuities: Donors make gifts to the Foundation in exchange for fixed income payments for life. After the donor's lifetime, the remaining funds support Catholic ministries.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

Catholic Community Foundation manages permanent endowments, donor-advised funds, and charitable giving vehicles for Catholic parishes, schools, ministries, and individual donors in the Diocese of Phoenix. It provides USCCB-compliant investment management through four risk-tiered pools in partnership with BNY Mellon, plus planned giving, scholarships, gift annuities, and estate planning services. The Foundation serves as a fiduciary and canonical entity protecting donor intent across 600+ community funds.

Product overview

Catholic Community Foundation offers a comprehensive suite of faith-based charitable giving products centered around endowment management, donor-advised funds, and investment services. The core portfolio includes Endowment Funds (permanent funds supporting parishes, schools, and ministries), Donor-Advised Funds (flexible charitable accounts with tax benefits), Charitable Gift Annuities (providing lifetime income while supporting Catholic causes), and Catholic Education Scholarships. The Foundation operates four investment pools (Fixed Income, Capital Preservation, Intermediate, and Growth) managed in partnership with BNY Mellon, complying with USCCB Catholic values investing guidelines. Supporting offerings include Forever Funds (endowments in Life, Education, Vocations, Care, and Community), Memorial and Tribute Funds, the Giving Circle (collective grant-making program), and estate planning services. The organization provides online platforms including a Donor Portal (FCSuite) for fund management, a Grantee Portal (Grant Interface) for grant applications, and Shop for a Cause for in-kind donations. All investment offerings are screened against Catholic moral teaching guidelines.

Differentiator

Problem solved

Functional benefit

Brands

• Forever Funds: Collection of permanent endowment funds supporting Life, Education, Vocations, Care, and Community initiatives within the Diocese of Phoenix.
• Giving Circle
• Perpetual Light Society

Quantifiable outcome

• 8.6% 10-year investment return
• +4 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Four partnerships are on record, tiered key, core and minor.

• IWP CapitalkeyStrategic or Co-development Partner · 3 June 2026IWP Capital's Senior Vice President of Corporate Engagement, Pia de Solenni, serves as a featured presenter at the Catholic Values Investment Forum, discussing how Catholic values investing makes a difference in investment decisions.
• BNY MelloncoreTechnology or IntegrationBNY Mellon partners with the Foundation to actively manage investment pools designed to provide various risk and return profiles. The BNY Mellon team constructs and manages portfolios while the Foundation's Finance and Investment Committee monitors, screens, and evaluates holdings to ensure Catholic values compliance.
• Roman Catholic Diocese of PhoenixcoreStrategic or Co-development PartnerThe Foundation serves as the primary philanthropic partner for the Diocese, managing endowments for 98% of parishes and operating as a canonical entity within the Diocese's structure.
• Embassy Suites by Hilton Phoenix TempeminorOthersEvent venue for the Catholic Values Investment Forum on June 3, 2026, located at 4400 S Rural Road, Tempe, AZ 85282.

Scale indicators15 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• National Christian Foundation: A faith-based donor-advised fund sponsor serving Christian donors nationally with a values-aligned investment platform; comparable to CCF in mission framing but operates at a much larger multi-state scale.

Broad incumbents

• Fidelity Charitable: The largest national donor-advised fund sponsor with tens of billions in AUM; competes with CCF for donor-advised fund dollars but lacks the Catholic values-aligned investment screen that differentiates CCF.
• Arizona Community Foundation: Arizona's largest statewide community foundation with billions in AUM, offering donor-advised funds, endowments, and planned giving — operates in CCF's same geography as a broader, secular incumbent that competes for the same donor dollars.

Regional players

• Jewish Community Foundation of Greater Phoenix: A faith-aligned community foundation operating in the same Phoenix metro area as CCF, offering endowments, DAFs, and planned giving — comparable in model but serving a different faith community and donor base.
• Community Foundation for Southern Arizona: A regional community foundation offering DAFs, endowments, and grantmaking across Southern Arizona. Operates adjacent to CCF's footprint with overlapping product offerings but no faith-alignment specialization.

Direct peers

• The Catholic Foundation: A Catholic community foundation serving the Diocese of Dallas, providing endowment management, donor-advised funds, and Catholic values-aligned investment pools comparable in structure to CCF Phoenix.
• Catholic Foundation of the Archdiocese of Newark: Diocesan Catholic foundation offering endowment funds, planned giving, scholarships, and DAFs to parishes, schools, and donors within the Archdiocese of Newark — closely comparable in mission and product suite.
• Catholic Foundation of Michigan: A diocesan Catholic foundation providing endowment management, donor-advised funds, planned giving, and scholarships within the Archdiocese of Detroit and Diocese of Lansing — same product mix and target market as CCF Phoenix.
• Catholic Community Foundation of Los Angeles: Catholic community foundation for the Archdiocese of Los Angeles offering endowments, planned giving, and DAFs, structurally analogous to CCF Phoenix but serving a much larger metropolitan Catholic population.
• Catholic Community Foundation of Minnesota: A direct peer operating an essentially identical model: a Catholic 501(c)(3) community foundation offering endowments, donor-advised funds, charitable gift annuities, and scholarships within the Archdiocese of Saint Paul and Minneapolis.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/ccf_phx
• Facebookfacebook.com/ccfphx
• LinkedInlinkedin.com/company/catholic-community-foundation---phoenix

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Catholic Community Foundation