Catholic Values Investing

In 2003, the United States Conference of Catholic Bishops (USCCB) issued “Socially Responsible Investment Guidelines” for Catholic institutions and individuals. These investment guidelines were formed in concert with the 1986 pastoral letter “Economic Justice for All”, in which the Bishops address corporate and economic responsibility. The Catholic Community Foundation of San Diego performs quarterly screening of funds to ensure they meet our investment criteria.

The USCCB investment principles focus on the following areas:

  • protecting human life
  • promoting human dignity
  • reducing arms production
  • pursuing economic justice
  • protecting the environment
  • encouraging corporate responsibility

Consistent with the Gospel, universal church teaching, the USCCB, and guidance from our local bishop, the Catholic Community Foundation of San Diego offers a variety of moral and socially responsible investment options designed to meet a variety of philanthropic goals and time horizons while adhering to Catholic values.

We were happy to learn that Foundation assets are invested consistent with Catholic values. We have found our partnership to be very rewarding.

Rev. John H. Howard, CJM

…one of the many reasons we decided to create a donor advised fund at the Catholic Community Foundation was to have the ability to donate appreciated securities without paying taxes on the capital gains and get the full value of the deductions in the current year even though the grants to charities will be made in later years.

Mark and Jean Fisher