The Catholic Initiative Endowment is a diversified fund composed of donations that are strategically invested by top-tier, blue-chip investment firms to generate sustainable income for specific projects. Each project has a dedicated restricted fund, held within the broader Pulte Family Charitable Foundation (PFCF) / The Catholic Initiative relationship, benefiting from institutional-level investment strategies and discounted management fees.
While the principal remains intact, earnings are used to support ongoing operating expenses, capital projects as needed, and key initiatives such as community hub programming and expanded scholarship programs. Funds are released on a bi-annual basis following a budget review process, ensuring disciplined financial oversight and alignment with project needs.
The Endowment Fund ensure professional stewardship, prudent investment, and long-term financial sustainability, providing cost-effective, high-quality financial oversight while maximizing growth and reinforcing each project’s Catholic mission.
