Join the Professional Advisors Group

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Business Name*

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Professional Information

Understand Objectives*

I wish to join the Professional Advisors Group of The Catholic Foundation, Archdiocese of Santa Fe. I understand the objectives of this group include:

To provide members with a greater understanding of the role of The Catholic Foundation
To offer professional expertise to individuals who are considering a charitable gift
To support educational efforts regarding estate and gift planning throughout the Archdiocese of Santa Fe

Understand My Role*

To serve as a resource to donors, parishes, constituent organizations and Foundation staff

I am engaged in one of the following professions and am involved in the financial/estate planning field:*

License or Certification*

If my profession requires licensing or certification, I hereby certify that I am duly licensed/certified by the governing body of my profession.

Advisor Portrait

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Professional Associations

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Parish/Church/House of Worship

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