Become a Professional Advisors Alliance Member
Membership
Well-respected members of these professions who are active members of their parish community are welcome to apply to become members of the PAA. Membership applications are reviewed by our staff and The Catholic Foundation's Advancement and Development Committee.
Member Application
Information Sheet
Estate Planning Attorneys
Financial Planners/Wealth Advisors
Certified Public Accountants
Tax Attorneys
Investment Managers
Insurance Professionals
Other Interested Allied Professionals
Trust Officers
Financial Planners/Wealth Advisors
Certified Public Accountants
Tax Attorneys
Investment Managers
Insurance Professionals
Other Interested Allied Professionals
Trust Officers
Member Roles
- Serve as an ambassador for The Catholic Foundation in the larger community.
- Connect clients to philanthropic resources, as appropriate, including The Catholic Foundation.
- Serve as a resource to The Catholic Foundation’s gift planning staff, Board of Trustees, and committee volunteers.
- Assist with The Catholic Foundation’s educational presentations and workshops on Charitable and Planned Giving.
- Assist in bringing other professional advisors closer to The Catholic Foundation.
- Nominate new members to join and/or attend events.
- Regularly attend Alliance meetings (2-3 per year), which will feature mission-related topics and information about the Alliance and offer professional development.
- Assist with hosting meetings, if possible.
- Give personal philanthropic support to The Catholic Foundation.
Benefits of Membership
- Expand and nurture your professional network with individuals who share your faith
- Professional development
- Recognition of your involvement in The Catholic Foundation’s online directory and annual report
- Attract new clients from within the Archdiocese of Philadelphia
- Hear from local and national speakers on topics related to charitable and planned giving
- Invitations to annual events