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INSURANCE  |  CREDIT UNION  |  CHARITABLE GIVING  |  RETIREMENT  |  PLANNING

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Upcoming Webinar
Women and Estate Planning:
Understand and Secure Your Legacy
Women and Estate Planning Webinar-May 2024
Webinar
Women and Estate Planning:
Understand and Secure Your Legacy
Women and Estate Planning Webinar-May 2024
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Audience members celebrate the success of the 2024 Catholic United Financial Raffle.
Audience members celebrate the success of the 2024 Catholic United Financial Raffle.
More than $1.4 million raised for Catholic Schools!
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Get ahead of your fundraising goals.
Become a Sproutâ„  School.

Pocket the Change is a free program helps your supporters save money and give money automatically. Imagine, year-round fundraising without extra effort or fees!

Become a Sprout school today and fundraise all year for no administrative cost.
Catholic United Financial Sprout Solutions
Catholic United Financial Sprout Solutions

We provide financial tools for families to help parents and children save, give, protect and plan for their futures.

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Catholic United Financial is a member-owned, not-for-profit financial services organization, connecting people of faith, protecting their future and generously impacting parishes, schools and communities.

Great Place To Work Certified
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

Upcoming Workshops & Webinars

Our workshops explain complex issues in an easy-to-follow format, relying on expert speakers and testimonials from people like you who have taken steps to get their finances and planning under control.

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: $11 million
Giving to the Archdicoese of St. Paul and Minneapolis: $7.2 million
Giving to the Diocese of New Ulm: $5.9 million

See where else we’ve given…

News from Catholic United

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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Geralyn Nathe-Evens is a columnist for Catholic United Financial

Father’s Day

Believe in Love Blog post about the challenge of embracing Father's Day when a father is no longer there to embrace.
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Downsizing trend: Small is the new big

For retirees and people who are beginning to prepare for later life living, the need to downsize is not a fad, a preference or a life choice. It’s a necessity.
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Volunteers help assembled care kits in Pine City, MN

First Gather4Good® event of 2019 reaches goal

Catholic United Financial thanks the more than 130 volunteers who achieved the goal of 2,000 assembled care kits on June 9th.
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Volunteer of the Year recognized for her leadership and encouragement

The effect of one local woman’s volunteer efforts can be felt as close as a blanket on a chilly night in Minnesota, and as far away as the glaring sun on the walls of a girl’s dormitory in Africa.
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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