In 2003, the United States Conference of Catholic Bishops (USCCB) issued “Socially Responsible Investment Guidelines” for Catholic institutions and individuals. These investment guidelines were formed in conjunction with the 1986 pastoral letter Economic Justice for All, in which the Bishops address corporate and economic responsibility. The Catholic Foundation of Southwest Iowa performs quarterly screening of funds to ensure they meet our investment criteria.

Consistent with the Gospel, universal church teaching, the USCCB, and guidance from our local bishop, the Catholic Foundation of Southwest Iowa offers a variety of moral and socially responsible investment options designed to meet a variety of philanthropic goals and time horizons while adhering to Catholic values.

The USCCB investment principles focus on the following areas:

  • protecting human life
  • promoting human dignity
  • reducing arms production
  • pursuing economic justice
  • protecting the environment
  • encouraging corporate responsibility

"Increasingly, for a holistic approach to embracing their faith. This includes the management of investments as an extension of mission and as a complement to other activities, such as philanthropy. This approach includes integrating mission and values into the financial objectives and investment guidelines of the faith-based institution in line with fiduciary responsibility..."

- Jonathan Swanson, Greystone Consulting
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