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

Tax decisions need to be made by Dec. 31st.

Donors should do these things before Dec. 31

Important tax-planning decisions depend on the actions you take before the end of 2019. That’s because Dec. 31 is the deadline for implementing certain strategies that may help.
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Property dictated by a last will and testament

Never count on an inheritance

If you're basing your financial future on the promise of an inheritance, I'd counsel you to consider these scenarios.
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Protect your retirement nest egg with backup insurance to Medicare

Unexpected health issues can drain your retirement. A Medicare supplement policy can ensure you never face the worst case scenario.
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Catholic United Financial Board of Directors

Historic board election complete

First ever election held outside an annual convention is completed with high rate of delegate participation
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Living in a future without you

Three families experience the loss of a spouse and parent before age 40
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Catholic United Financial and Catholic Financial Life form partnership in innovation

Technology collaboration between two leading fraternal benefit insurers creates Conventus Now, LLC.
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Volunteers invited to Gather4Good on Sept. 15

Family-friendly service event on Sept. 15, 2019 will support local charities serving people suffering from effects of abuse and homelessness
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Retired football player Matt Birk wants to change youth sports culture with his 4 His Glory movement in Catholic Schools

Sports ministry encourages balance between life and competition for all involved

4 His Glory promotes a school culture that encourages every student to rediscover the fun in sports.
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How to bundle your charitable giving to increase tax savings

Bundling your charitable giving could provide you with additional tax savings by increasing the likelihood of exceeding the standard deduction.
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