Investing with a Catholic Heart

Faithful Stewards

We’re called to be good stewards of the blessings we’ve received. At CCF, we answer that call by investing the charitable assets of our faith community with a Catholic heart.

Faith-Consistent Investing

Aligning Money with Mission

In 2003, the United States Conference of Catholic Bishops (USCCB) composed their Socially Responsible Investment Guidelines. Since then, these guidelines have helped Catholic investors align money with mission. As of 2019, all three USCCB strategies for principled stewardship — Do No Harm, Active Corporate Participation, and Promote the Common Good — are fully reflected in CCF’s faith-consistent investment practices.

Recognized as a leader in faith-consistent investing, Cardinal Peter K.A. Turkson even invited CCF to attend the Third Vatican Conference on Impact Investing .

CCF’s Evolution as a Catholic Investor

CCF's Evolution as a Catholic Investor
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Do No Harm

Portfolio Screening
We screen our investment portfolio to ensure we do not hold stock in companies whose activities are contrary to Catholic social teaching. Utilizing the research services of Catholic-based company, Investing With Purpose Capital, LLC, we’ve developed a proprietary list of approximately 110 US and 250 foreign companies whose shares we refrain from holding.

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Active Corporate Participation

Corporate Engagement
We leverage our rights as a shareholder to influence the actions of corporations in order to bring about positive change and social good. Active corporate participation includes voting proxies, writing letters to executive leadership, and drafting corporate resolutions for shareholder meetings.

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Positive Strategies

Impact Investing
We make impact investments that yield a fiscal return while also generating a social or environmental impact. In simpler terms, impact investments seek to do well financially while also doing good socially. Currently, CCF invests approximately $9 million – or roughly 2% of our portfolio – in impact funds. Those funds include two affordable housing organizations, CommonBond Communities for local projects and Jonathan Rose Companies with projects nationwide, as well as Ascension Investment Management, which manages global impact funds that provide access to medical care in Africa and energy solutions in rural South America.

  • CommonBond Communities
  • Jonathan Rose Companies
​CCF is also a signatory of the Catholic Impact Investing Collaborative Pledge, which commits Catholic investors to take meaningful and accountable steps to incorporate impact investment into their portfolio in alignment with Catholic social teaching.

Have Questions?

Get in Touch

Mike Ricci

Michael A. Ricci, Jr., CFP®, CAP®
Director – Professional Outreach & Investments
651-389-0879
Email Michael