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INSURANCE  |  CREDIT UNION  |  CHARITABLE GIVING  |  RETIREMENT  |  PLANNING

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Catholic United Financial will be closed on March 29 in observance of Good Friday.
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Webinar
We Answer the Web’s Questions About Credit Unions
April 10th at 6:30 pm – FREE
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Understanding your social security benefits webinar 2024
Webinar
Understanding Your Social Security Benefits
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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

Reaching New Speeds in Our 2024 Catholic United Financial Raffle

For Immediate Release SAINT PAUL, MN — Put the pedal to the metal as we start the new year with our 2024 Catholic United Financial Raffle. Our 80 partner schools are anxiously waiting for the green flag to wave on January 12 so they can start selling tickets. Remember to slow down after Mass and...
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Magazine Renewal notice Fall 2023

Magazine renewal time for members

Renew your subscription to Our Catholic Journey magazine and be entered to win!
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Member Advisor Travis Schmitz wins International FIC of the Year from NAFIC

Advisor Travis Schmitz awarded top honor by national association

Member Advisor Travis Schmitz awarded top honor by trade organization NAFIC
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Helping in a Time of Need: Donor Advised Funds Assist in Maui Wildfire Relief

Brushfires on Maui, fueled by high winds from Hurricane Dora passing to the south of Hawaii, broke out and rapidly engulfed Lahaina.
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You’re Invited! Upcoming Regional Member Gatherings

It’s a celebration of Catholic United Financial’s impact in our area and everyone is invited.
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Inflation & Life Insurance: Will You Have Enough?

Learning to factor in the economy to your coverage can help you stay better prepared for the future.
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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