INSURANCE  |  CREDIT UNION  |  CHARITABLE GIVING  |  RETIREMENT  |  PLANNING

2025 Raffle Announcement
Catholic United Financial Raffle logo
Grand Prize Ceremony

Join us on March 27th at 11 a.m. for our live Grand Prize Ceremony. We will celebrate fundraising success, highlight hard work and give away a brand new car, plus more prizes!

Michael Ahles addresses delegates at the 2024 Triennial Conference in Bloomington, MN
Grand Prize Ceremony

Join us on March 27th at 11 a.m. for our live Grand Prize Ceremony. We will celebrate fundraising success, highlight hard work and give away a brand new car, plus more prizes!

Webinar
April 16 @ 10 a.m.
Understanding Your
Social Security Benefits

Catholic United Financial is partnering with the Social Security Administration to offer our members this informational webinar

Keys to Financial Well-Being for Your Aging Parents
Michael Ahles addresses delegates at the 2024 Triennial Conference in Bloomington, MN
April 16 @ 10 a.m.
Understanding Your
Social Security Benefits

Catholic United Financial is partnering with the Social Security Administration to offer our members this informational webinar.

Family of Brands Jan 2 2025
Catholic United Financial Officially Joins the Trusted Fraternal Life Family of Brands

We’re excited to announce that we have received regulatory approval for Catholic United Financial to merge with Trusted Fraternal Life, effective January 1, 2025.

With this approval, Catholic United Financial has officially become a brand of Trusted Fraternal Life. Additional brands include Catholic Financial Life, Degree of Honor and Woman’s Life.

Trusted Fraternal Life Family of Brands Logos
Catholic United Financial Officially Joins the Trusted Fraternal Life Family of Brands
Trusted Fraternal Life Family of Brands Logos

We’re excited to announce that we have received regulatory approval for Catholic United Financial to merge with Trusted Fraternal Life, effective January 1, 2025.

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Catholic United Financial is a Trusted Fraternal Lifeâ„¢ brand, member-owned, not-for-profit, and connecting people of faith, protecting their future and generously impacting parishes, schools and communities.

umbrella.

Protection for your way of life, the foundation of your financial plan, the safety net for your family, a loving gift

annuities

Guaranteed income for retirement, free of stock market risk and service fees

Piggy Bank

Individual Retirement Annuities with tax advantages and guaranteed protection for income you can’t outlive

Two bandaids.

Alleviate health concerns and costs later in life with these two types of helpful coverage

Pen and Paper

Protect your assets and know your wishes and Catholic faith will be honored after your passing

Gift Box

We can show you ways to extend your modest gift into a generous, beneficial legacy through charitable planning

Workshops & Webinars

Our workshops and webinars present financial topics in an easy-to-follow format, explained by knowledgeable speakers and held at a location near you.

27Mar

Yankton, SD – Funding Strategies for Long-term Care

6:00 pm - 7:00 pmWinz & Ray Funeral Home
31Mar

Duelm, MN – Planning for End of Life Workshop

7:00 pm - 8:00 pmSt. Lawrence, Duelm

We Give First

Created over 140 years ago, our foundation of people helping people is the basis for who we are and what we do. We transform profits into purpose so that every generation can thrive and grow.

Giving to the Diocese of St. Cloud: $12 million
Giving to the Archdiocese of St. Paul and Minneapolis: $9 million
Giving to the Diocese of New Ulm: $7.7 million

See where else we’ve given…

News from Catholic United

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.
Read More

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.
Read More

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.
Read More

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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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.
Read More

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...
Read More
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Transforming Profits Into Purpose

As a not-for-profit company, we transform our profits from the sale of life insurance, annuities and retirement products into programs that support and amplify your Catholic community’s ability to thrive and grow.

Members, not customers

Membership means more than just owning a policy or holding an account. Belonging to Catholic United means you care about your extended Catholic family.

Boost your efforts for the greater good

Partnering with us means boosting your ability to connect with an impressive array of fundraising, social and service programs distributed by our Giving Network.

Transforming Profits Into Purpose

As a not-for-profit company, we transform our profits from the sale of life insurance, annuities and retirement products into programs that support and amplify your Catholic community’s ability to thrive and grow.

Members, not customers

Membership means more than just owning a policy or holding an account. Belonging to Catholic United means you care about your extended Catholic family.

Boost your efforts for the greater good

Partnering with us means boosting your ability to connect with an impressive array of fundraising, social and service programs distributed by our Giving Network.

Our Vision Statement

All people are financially secure, faith-filled, and engaged in their communities.

Faith-fueled Financial Cooperative

The reason for, the model for, the example of our giving is truly the grace and sacrifice of Christ himself
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in grants to Catholic religious education
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in post-high school tuition scholarships
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workshops & events in the last 12 months
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life policy benefits paid to members