Session 29 | 2:00 pm | Foundation Fundamentals

Location: Hanover C

Catholic foundation fundamentals undergird the work that we do – building the body of Christ, transforming lives, and preserving our Catholic heritage for generations to come. A strong foundation is what builds the trust needed for donors to come to us and place their assets in our care, so that we can effectively manage them. This session is designed to help staff and volunteers quickly comprehend organizational essentials.

Speaker: Josephine Everly
COO and Director of Gift Planning
The Catholic Foundation
Archdiocese of New Orleans, Louisiana

Moderator: Rebecca Harris
Director of Stewardship and Development
Diocese of Jackson, Mississippi


Josephine Everly is the director of gift planning and COO for the Catholic Foundation of the Archdiocese of New Orleans. During her two-year tenure, the foundation has established a 25-member professional advisors’ council, a 143-member Catholic women’s giving circle, and hosted #iGiveCatholic, a day of Catholic online giving. She is also an instructor in the philanthropy and development program at St. Mary’s University of Minnesota. Through 20 years of philanthropic advising, development, strategic planning, capital campaign, and disaster philanthropy experience, she has raised over $100 million for universities, hospitals, and community foundations. Ms. Everly has written and spoken frequently on topics including planned giving, fundraising, disaster philanthropy, and community development. Volunteer service includes serving as vice president of programs for the Association of Fundraising Professionals, New Orleans chapter. Ms. Everly holds a bachelor’s degree in technical writing from the University of Louisiana at Lafayette, a master’s degree from St. Mary’s University of Minnesota, and she is a chartered advisor in philanthropy candidate through the American College of Financial Services in Bryn Mawr, Pennsylvania. A native New Orleanian, she and her husband, Josiah, have five children and are parishioners at Immaculate Conception Jesuit Church.