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Information about Catholic United Financial as a not-for-profit fraternal association

Know Where You Are + Where You’re Going Schedule Your Annual Review

Life is full of twists and turns, but your financial security doesn’t have to follow the same path. At an annual review, we will listen to your needs for financial security, then provide solutions that meet and even exceed your desires.
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When You Hear Hoofbeats, You Look For Horses, Not Zebras: Bob Heuermann’s Survival Story

Doctors gave Bob Heuermann, Executive Director of Catholic United Financial Foundation, less than a 30 percent chance of survival after his autoimmune disease diagnosis in July.
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Why Corpus Christi Church Joined Catholic United Financial Credit Union: A Model for Parishes and Organizations

When Corpus Christi Church sought a new financial partner, their priority was finding an institution that aligned with their Catholic mission and values. This search led them to Catholic United Financial Credit Union (CUFCU), a mission-driven credit union with a faith-based approach.
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Avoid the Top Four Financial Scams Targeting Senior Adults

Senior adults are often targeted by scammers using tactics like fake prize winnings, fraudulent tech support, fake debt collection, and emergency scams. These schemes aim to steal money and personal information. Stay informed, recognize the warning signs, and take steps to protect yourself and your finances.
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Generous Donors Hit the Links for Foundation

Thank you to everyone who supported the 26th Annual Catholic United Financial Foundation Golf Tournament on Monday, September 9th. 85 golfers enjoyed beautiful weather at Historic Keller Golf Course in St. Paul, Minn. Together with our generous sponsors, we raised over $23,000 for the Foundation Priority Fund, supporting Catholic schools, parishes, and educational programs. Special...
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Medicare and Supplement Insurance Made Easy Webinar on demand

Webinar: Medicare and Supplement Health Insurance Made Easy

Watch this webinar as a specialist guides you through an easy-to-follow summary of Medicare and Medicare Supplement Insurance. 
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Financial Scams Targeting Older Adults and How To Avoid Them

Webinar: Financial Scams Targeting Older Adults and How to Avoid Them

Watch this webinar to learn to identify these common online and phone scams and to avoid becoming a victim.
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Expand Your Legacy: The Benefits of Giving Through a Qualified Charitable Distribution

The end of the year is fast approaching, and with it comes the deadline to take advantage of current tax benefits. To ensure that your gift counts for 2024, it must be funded by December 31, 2024. With political changes looming and the uncertainty of future tax legislation, now is the time to act. Don’t...
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Planning for End of Life with Purpose and Peace of Mind Workshop

Webinar: Planning for End of Life with Purpose and Peace of Mind

Attend this workshop to receive helpful guidance on the decisions we face with end of life planning -- spiritual, medical and financial.
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