GOLD2023

CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO

One-Stop Resource for Catholic Charitable Giving

San Diego, CA   |  www.ccfsd.org

Mission

The Catholic Community Foundation of San Diego's mission is deeply rooted in Catholic Stewardship. As faithful Catholics, we recognize that everything we have is a gift from God. In our desire to show our deep gratitude to God for the gifts he has bestowed on us, we desire to give back to those institutions and ministries that have been with us from the beginning of baptism and will continue with us until we reach eternity. We are deeply rooted in stewardship and encourage our donors to give with purpose. Our goal is to help faithful stewards have an easy and beneficial organization to manage their philanthropic gifts and help with their spiritual formation.

Above all, our Foundation exists to give philanthropic Catholics an organization where they can fulfill their purpose as good stewards of the gifts that God has bestowed on them. We are an entirely donor-centric organization, meaning all organizations that receive our support have the blessing of our donors behind them.

We provide a resource where donors can express their Catholic identity, practice philanthropy and continue the work of those organizations that are precious to them – ensuring that those organizations have the funds and resources necessary to continue the good works they have set out to complete in this generation and in future generations.

Ruling year info

2016

CEO

Manny Rubio

Main address

4747 Morena Blvd., Ste. 300

San Diego, CA 92117 USA

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EIN

47-4949185

NTEE code info

Roman Catholic (X22)

Community Foundations (T31)

Community Foundations (T31)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

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Communication

Programs and results

What we aim to solve

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Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Legacy & Estate Planning Seminars

The Catholic Community Foundation of San Diego is excited to present our Estate and & Planned Giving seminars. As a faith-filled Catholic, you will understand that there is an easy and more practical way to Create Your Legacy by making Planned Gifts to family members, individuals and organizations that you love.

The public is welcome to attend this 2-hour gathering, which will provide you with information on how to best establish or update your Will or Trust, avoid probate, ensure that your wishes and desires are carried out the way you intend. Also presented will be recent changes in tax law which can help reduce or avoid income or capital gains taxes along with various ways you are able to donate cash and non-cash gifts to charitable organizations, such as your parish or school, which can provide immediate tax benefits while providing income to you or your family members. The presenters are well-established Estate Attorneys and Financial Planners. During the seminar, you will be provided with a certificate to take advantage of a complimentary review of your current Estate Plan or complimentary assistance in creating a Will or Trust. These consultations will need to be scheduled for a future date.

In this seminar, a wide variety of estate planning information will be presented, including:

Up-To-Date information on Wills and Trusts
Reasons to Avoid Probate
Estate Taxes
How to Reduce or Avoid Income Taxes
How to Reduce or Avoid Capital Gains Taxes
The Catholic Advance Health Care Directive
Power of Attorney

Population(s) Served
Adults

Where we work

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is your organization using feedback from the people you serve?

    To identify and remedy poor client service experiences, To identify bright spots and enhance positive service experiences, To make fundamental changes to our programs and/or operations, To inform the development of new programs/projects, To identify where we are less inclusive or equitable across demographic groups, To strengthen relationships with the people we serve

  • Which of the following feedback practices does your organization routinely carry out?

  • What challenges does the organization face when collecting feedback?

    It is difficult to get the people we serve to respond to requests for feedback, The people we serve tell us they find data collection burdensome

Financials

CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO
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Operations

The people, governance practices, and partners that make the organization tick.

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Connect with nonprofit leaders

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  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

CATHOLIC COMMUNITY FOUNDATION OF SAN DIEGO

Board of directors
as of 05/09/2023
SOURCE: Self-reported by organization
Board chair

Mr. Mark Nielson

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 7/7/2021

Who works and leads organizations that serve our diverse communities? Candid partnered with CHANGE Philanthropy on this demographic section.

Leadership

The organization's leader identifies as:

Race & ethnicity
Hispanic/Latino/Latina/Latinx
Gender identity
Male
Disability status
Person without a disability

Race & ethnicity

No data

Gender identity

No data

Transgender Identity

No data

Sexual orientation

No data

Disability

No data