The Catholic Community Foundation

What The Catholic Community Foundation does

The Catholic Community Foundation is a San Jose, California-based 501(c)(3) charitable foundation founded in 2004 that manages endowment funds and grants on behalf of Catholic donors, parishes, schools, and ministries concentrated in Santa Clara County under the Diocese of San Jose. Its core product suite includes institutional endowments, family endowments, donor advised funds, donor designated funds, a Nonprofit Investment Fund (NIF), and a Family Charitable Legacy Plan, all managed through in-house investment management services and supplemented by competitive grant programs (Spring Grant Cycle, Living the Faith Grants).

The foundation operates a community-led go-to-market model that connects three constituencies: individual donors and families seeking multi-generational charitable legacies, Catholic organizations and ministries receiving grants, and professional advisors (CPAs, attorneys, financial advisors) who refer clients and participate in education programs such as the Capstone Advisor Session and the Steering Committee. Its primary strategic partnership is with the Diocese of San Jose around the DSJ Pastoral Plan, supporting pastoral and ministry programs including homiletics enhancement for priests. Distribution to grantees occurs through direct endowment grants, competitive grant cycles, and donor-recommended DAF distributions.

The foundation is operationally lean with 12 employees and does not charge fees; its 'revenue' mechanics are contribution inflows and investment returns on managed endowments, which are deployed as grants. The foundation is governed by a Board and underwent a leadership transition in 2025 with the appointment of CEO Camie VanKeuren following the December 2025 passing of Founding Board Chair Lon Normandin.

Name

The Catholic Community Foundation

Legal name

The Catholic Community Foundation

Website

https://cfoscc.org

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

The Catholic Community Foundation is a San Jose-based 501(c)(3) that manages Catholic-focused endowments, donor advised funds, and legacy giving vehicles for donors, parishes, schools, and ministries in Santa Clara County.

Ownership category

akta.pro rank

Product category

Charitable Foundation and Endowment Management

NAICS

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

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industry

Private Foundations (BPAGAKAA)

Keywords

• Charitable foundation services
• Endowment fund management
• Donor advised funds
• Catholic philanthropy
• Grantmaking administration

Headquarters

HQ city

San Jose

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Donor Contributions and Endowments: The foundation receives donations and contributions from donors to build endowment funds. These endowments are invested and managed to generate returns that support Catholic organizations and ministries. The foundation does not charge fees for its services; revenue comes from the investment returns on managed endowments.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

The Catholic Community Foundation is a nonprofit charitable foundation that builds, manages, and grows endowment funds for Catholic organizations, ministries, parishes, and schools in Santa Clara County. It accepts charitable contributions from individual donors and families, invests and professionally manages those funds, and distributes grants to support Catholic ministries, including through donor advised funds, donor designated funds, family endowments, and competitive grant cycles.

Product overview

The Catholic Community Foundation is a single-platform charitable foundation offering a portfolio of endowment management and grantmaking services. The core offering consists of institutional and family endowments, donor-advised and donor-designated funds, and the Nonprofit Investment Fund—all managed through professional investment services. The foundation complements its fund products with competitive grant programs including the Spring Grant Cycle and Living the Faith Grants, plus professional advisor engagement through Capstone Advisor Sessions. The platform serves as a bridge connecting generous donors with effective Catholic ministries, facilitating impactful grantmaking and collaboration.

Differentiator

Problem solved

Functional benefit

Products and services

• Endowments Institutional endowment funds managed for the benefit of Catholic organizations and ministries in Santa Clara County, designed to create permanent value for the community.
• Donor Advised Funds Charitable giving vehicles that allow donors to make contributions, receive tax benefits, and recommend grants to qualified Catholic nonprofits over time.
• Donor Designated Funds Funds designated by donors for specific charitable organizations or purposes, allowing for targeted philanthropy.
• Family Endowments Endowments created by individuals and families to benefit specific organizations they care about, supporting multi-generational charitable giving.
• Nonprofit Investment Fund (NIF) A pooled investment fund designed for nonprofits to grow their assets while supporting the Catholic community.
• Family Charitable Legacy Plan Comprehensive planning service helping families establish enduring charitable legacies that benefit Catholic ministries for generations.
• Living the Faith Grants Competitive grant program funding Catholic community programs and ministries.
• Investment Management Professional investment management services for endowment funds to ensure long-term growth and sustainable grantmaking.
• Spring Grant Cycle Competitive annual grant cycle awarding funds to support local Catholic organizations and programs.

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Diocese of San Jose (DSJ)coreStrategic or Co-development PartnerThe foundation partners with the Diocese of San Jose on the DSJ Pastoral Plan, supporting pastoral planning initiatives and ministry programs. This includes funding for programs like homiletics enhancement for priests in the diocese, representing a core strategic partnership focused on strengthening Catholic ministry in the local church.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Fidelity Charitable: Largest sponsor of donor-advised funds in the United States and a direct competitor for DAF assets, but operates as a broad-market incumbent rather than a faith-focused community foundation.
• Schwab Charitable: Major national donor-advised fund sponsor affiliated with Charles Schwab. Competes with The Catholic Community Foundation's DAF offering but operates as a broad-market incumbent without the Catholic-only focus or local community grantmaking orientation.

Regional players

• United Way Silicon Valley: Regional philanthropic organization operating in the same Silicon Valley geography. Comparable as a regional fundraising and grantmaking intermediary serving overlapping donor and nonprofit audiences, but secular and focused on human services rather than faith-based giving.
• The San Francisco Foundation: Community foundation serving the San Francisco Bay Area, adjacent to Santa Clara County. Comparable as a community foundation with overlapping donor and grantee ecosystems, but serving a different city and not faith-specific.
• Community Foundation for Monterey County: Community foundation serving the Monterey County region adjacent to Santa Clara County. Comparable in structure and community-foundation model, but in a different and non-overlapping geographic service area.

Direct peers

• Silicon Valley Community Foundation: Large community foundation serving the same Silicon Valley / Santa Clara County region. Directly comparable as a geographically overlapping community foundation, though materially larger and secular rather than faith-focused.
• National Philanthropic Trust: Independent national provider of donor-advised fund and philanthropic services. Directly comparable on the core DAF and grantmaking products that The Catholic Community Foundation offers, though at much greater scale and without the Catholic-faith specialization.
• The Catholic Foundation (Archdiocese of Washington): Catholic diocesan foundation that manages endowments, DAFs, and planned gifts for a single archdiocese. Directly comparable as a denomination-specific, diocesan-aligned community foundation, though operating in a different geography.
• Jewish Community Federation and Endowment Fund: Faith-based community foundation providing endowments, DAFs, and grantmaking for a specific religious community. Directly comparable as a denomination-aligned community foundation with a similar fund product mix and legacy-planning orientation, though serving a different faith community.

Others

• Catholic Charities of Santa Clara County: Direct Catholic service-delivery nonprofit operating in the same Santa Clara County Catholic ecosystem. Comparable as a peer Catholic institution and likely grant recipient or programmatic partner, but focused on direct services rather than grantmaking.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/TheCatholicCommunityFoundation
• LinkedInlinkedin.com/company/the-catholic-community-foundation

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 The Catholic Community Foundation