b'DEAR FRIENDS,P In 2022, the Institute for Homiletics at theWe will remain the vital link between ositioned between benevolent benefactors andUniversity of Dallasa joint venture betweengenerous hearts and worthy causes as we charitable organizations, The Catholic Foundationthe University of Dallas, the Diocese of Dallascontinue to forge strong ties with donors during and The Catholic Foundationmoved forwardHoly Land pilgrimages. proudly serves as a bridge of hope. with the first year of instruction and training ofWe will also continue to discuss charitable the inaugural cohort of 48 priests and deaconsgiving at donor receptions and share in our faith For nearly 70 years, the Foundation has acted aswhich society at large emerged from pandemicfrom the Diocese of Dallas, Victoria, Texas andduring the annual Donor Mass at the Cathedral a prudent pathway for donors to build legacieshibernation. Green Bay, Wisconsin. Shrine of the Virgin of Guadalupe where our of giving that achieve their philanthropic goalsIn the spirit of face-to-face meetings,Endowment funds managed by theArt On The Plaza winning artwork is displayed and strengthen our community. the Foundation visited thousands of peopleFoundation provide for the operations of thisnearby on The Catholic Foundation Plaza art In 2022, the valued connection betweenindividually and as groups to talk about theimportant ministry that teaches priests andwall for one year.donors past and present, and the Foundation,benefits of charitable giving. deacons how to most impactfully connect Christ grew stronger.Not only did individuals, couples andwith people in pews. Those connections, many rootedUnrestricted and restricted contributionsfamilies hear about the many charitable givingWe continued to lend our planned givingin multi-generations of families, will from donors reached $19.3 million as thetools available to them through the Foundation,skills to organizations like Young Catholiccontinue to grow as the generosity number of funds and trusts managed by thebut so did estate and wealth managementProfessionals across 30 markets coast to coastof donors shines bright for future Foundation grew.professional advisors who attended our annualand the Guadalupe Radio Network heard in generations to continue building With gratitude to donors living and deceased,Professional Advisors Series. more than 30 markets in the country. powerful family legacies that shape the Foundation awarded $19.4 million in the formThe professional advisors learned aboutThe Foundation looks forward to those of 2,500 grants to 800 charitable organizations. expiring tax provisions, enacted tax acts planned giving programs to grow as we offerour communities into wonderful placesOf those grants, 79 percent wereand potential legislation that could impactthose same services to all Catholic organizationsto live, work, learn and celebrate life. recommended by donors toward Catholic causescharitable giving.in our Catholic community. and organizations, and 70 percent remainedMany people enjoyed our third full yearThis remains a fertile area for the in the nine-county Dallas area Catholicof Circle of Life seminars at Catholic parishesFoundation in that it allows charitable community. Over the past 10 years alone, thethroughout the Diocese of Dallas. During theorganizations to focus on their mission and The Foundation has distributed more than $192insightful sessions, guests heard talks about theCatholic Foundation to ensure their donors million, and more than $266 million over time asspirituality of death and dying, the sacramentplans are properly documented. Dan Odom Board of Trustee Chairof years end. of the sick, funeral and cemetery planning, legalAs a lay-led Catholic community Amid a volatile year on Wall Street, theconsiderations, legacy planning and Catholicfoundation thats independent of the Foundations long-term investment strategybioethics, with the intent of providing peace ofDiocese of Dallas, the future of The Catholic and board approved investment policy helpedmind while preparing for the passing of a loved one. Foundation looks vibrant as we continue to to weather stock market uncertainty andFrom Palm Sunday 2020 through the end ofhonor extraordinary philanthropic service by fluctuations and helped to limit investment2022, the Foundation served as the fiscal sponsoran individual or couple in our Diocese at theJ. Matthew Kramerlosses for the year. of the Diocese of Dallas televised Masses seen inannual Catholic Foundation Award Dinner.President and Chief Executive OfficerBy the end of the year, more than $250parts of 30 counties in North Texas.Our future remains linked to a cornerstone million in assets were under management at theThe Foundation is grateful to have beenin which the Foundation supports Catholic Foundation in more than 540 charitable fundsvery present during the darkest hours to supporteducation as we honor full-time employees and trusts. the important ministry of the Catholic Dioceseat Dallas-area Catholic schools through our Fortunately, the ability to meet with donorsof Dallas. We are pleased that Bishop Burns andWork of Heart program and recognize one in person remained in place throughout thethe Diocese continued the Sunday morningdistinguished Catholic high school junior each year, continuing a positive trend from 2021 inbroadcasts into the new year. year with the Hal Tehan Scholar Award.8 9'