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Professional Advisors Alliance

Ambassadors in Growing Philanthropy

Advocating for The Catholic Foundation

Our Professional Advisors Alliance (PAA) comprises a group of active and talented charitable gift, estate, and financial planning professionals dedicated to growing philanthropy in Greater Philadelphia according to the teachings of Jesus Christ.

Membership

Well-respected and ethical members of these professions who are active members of their parish community are welcome to become members of the PAA:
Estate Planning Attorneys

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
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