Policies

Administrative fees cover the cost of operating the Catholic Foundation of Oklahoma. Fees are reviewed annually and adjusted at the discretion of the Board of Directors and any adjustments will be applied prospectively. Effective July 1, 2021, a 1% annual fee, or less for larger fund balances, is assessed monthly based on the average daily balance of the fund during the quarter.  For more information, please download the policy here.

The investment philosophy of the Foundation combines the goal of preservation of
capital and liquidity with prudent risk tolerance in order to achieve investment results
consistent with the financial goals and objectives of the Foundation. To read the foundation's Investment Policy, click here.