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

Open for Business during shelter in place period

From the President: We are open for business during the shelter-at-home period

Catholic United will be OPEN for business for the duration of Minnesota's Shelter-At-Home order during our regular business hours.
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John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Near retirement? How to manage a financial storm

Turbulent markets are a signal that you need to be diversified in a way that some of your money is protected.
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New 2019 IRA contribution deadline

Gov’t extends IRA contributions deadline – What this means for you

Government extends IRA funding deadline to July 15, providing owners more time to make contributions affecting 2019 tax footprints.
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From the president

From the President: Updated response to the COVID-19 pandemic

During this period of uncertainty and extraordinary events, I want to assure you that our Association remains strong and capable.
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2020 Raffle total graphic

Catholic Schools Raffle starts second decade with new drum and new record

What better way to start the second decade of the Catholic Schools Raffle program than achieving a new fundraising record?
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There is a way for a regular people to become “legendary.”

Legends live on in our hearts, and regular people can become legends

There is a way for a regular people to become “legendary" by using life insurance for their charitable planned giving.
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2020 Prize ceremony details

Media Alert-Catholic schools strive for $10 million mark on March 12

Gridiron meets glamour on March 12 at the 2020 Catholic Schools Raffle Prize Ceremony hosted by Matt Birk and Miss Minnesota Kathryn Kueppers
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Will the SECURE Act affect your charitable giving in 2020? Find out.

How did the SECURE Act change charitable giving?

What changed and what stays the same with Charitable Giving under the SECURE Act of 2020.
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Proposed federal SECURE Act could change everyone's retirement plans

SECURE Act could affect your retirement

If the SECURE Act is passed by Congress, almost everyone will have to revise their retirement plans. Learn how.
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Universal life insurance offers Lifelong financial protection for your family AND an extra-competitive interest rate for your savings to grow

Catholic United universal life insurance for a new generation

Catholic United’s universal life insurance policies are updated to meet the needs of active, longer-living individuals.
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