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Important topics, expert speakers, available any time
Watch a financial education webinar on demand
Financial webinars available
on your schedule
Webinars on Demand
Financial education available
on your schedule
watch a financial education webinar on demand
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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!
More than $1.4 million raised for Catholic Schools!
Audience members celebrate the success of the 2024 Catholic United Financial Raffle.
Audience members celebrate the success of the 2024 Catholic United Financial Raffle.

2024 Catholic United Financial Raffle

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Stay on top of your fundraising goals.

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.
Become a Sprout school today and fundraise all year for no administrative cost.
Stay on top of your fundraising goals.
Become a Sprout school today and fundraise all year for no administrative cost.
Become a Sprout℠ School.

Imagine, year-round fundraising without extra effort or fees! It’s possible with Pocket the Change!

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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

John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: Do I need health insurance when I’m retired?

It’s not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
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John Tetzloff, Advanced Case Specialist, provides expert estate planning advice

Most Frequent Questions About Retirement: Will I have enough?

It’s not surprising that people across the life spectrum tend to have the same concerns. When I sit down with folks to talk about their finances, they often ask the same questions. Here are some of the most frequent questions I hear and how I answer them.
Read More

Christmas Seasons Greetings from the Home Office

Merry Christmas and Happy New Year from the staff at the Catholic United Financial Home Office.
Read More
An individual singing paperwork.

You can contribute more to your IRA in 2019

People who want to save for retirement should know the IRS has announced new annual increases to IRA contributions in 2019.
Read More

Thank a hero this Veterans Day

As we celebrate Veterans Day, we want to honor those who served, laid their life on the line and those who have fallen.
Read More
From the President: Staying alive means something to life insurance companies, and influences new product development.

From the President: Staying Alive

I am talking about something that only a true insurance nerd would get excited about…mortality tables.
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