Founded in 1993, Julius Capital’s tailored funding solutions integrate finance, traditional fundraising, and balance sheet philanthropy.
Julius-designed solutions enable organizations to fund their mission critical initiatives and launch their new ventures.
ENABLING NON-PROFITS TO FUND THEIR PRIORITY PROJECTS
UNLOCK DONOR’S POTENTIAL
Fund capital projects and other intermediate term needs using asset-backed, blended, and deferred legacy gifts.
UTILIZE LEGAL EXPERTISE
By having a team of credentialed and experienced lawyers on staff, Julius Capital is able to navigate the complexities of planned giving.
AWARD WINNING EXPERIENCE
Our team has the winning record to partner with your development staff to sustainably and reliably see your projects through to completion.
Join Us
Diocesan Fiscal Management Conference
October 3 – 6, 2021
– – – – – – – – – – –
Proven Financing Strategies from Three Dioceses –
A Panel Discussion with Case Studies
Moderators:
Michael J. Schierl, Julius Capital | Walt Coughlin, Coughlin & Co.
Panelists:
Mary Beth Koenig, Chief Financial Officer, Diocese of Austin
Joe Anderson, Chief Financial Officer, Diocese of Phoenix
Clint Weber, President, Diocese of Fort Worth Advancement Foundation
Join Us
Diocesan Fiscal Management Conference
October 3 – 6, 2021
– – – – – – – – – – –
Proven Financing Strategies from Three Dioceses –
A Panel Discussion with Case Studies
OUR FUNDING SOLUTIONS
Julius Capital’s full-vision funding solutions integrate finance—the “Unified Credit Facility”—and philanthropy—the “10 Ways to Give”.
Our approach overcomes traditional non-profit funding constraints to ensure your organization receives a comprehensive range of borrowing and giving options.
FULL-VISION INTEGRATION OF FINANCE AND PHILANTHROPY
UNIFIED CREDIT FACILITY
This multi-purpose, evergreen credit facility—when coupled with the Julius Capital competitive request for proposal bid process—enables our borrower clients to:
Combine bank and public bond debt.
Establish bank draw capability.
Facilitate balance sheet philanthropy.
Receive credit for fundraising cashflow.
Obtain lowest cost of capital.
THE 10 WAYS TO GIVE
Blended Gifts that pay YOU during your lifetime
Blended Gifts that pay YOU and YOUR GIFT BENEFICIARY during your lifetime
Estate Gifts that make an impact AFTER your lifetime
OUR FUNDING SOLUTIONS
Julius Capital’s full-vision funding solutions integrate finance—the “Unified Credit Facility”—and philanthropy—the “10 Ways to Give”.
Our approach overcomes traditional non-profit funding constraints to ensure your organization receives a comprehensive range of borrowing and giving options.
FULL-VISION INTEGRATION OF FINANCE AND PHILANTHROPY
UNIFIED CREDIT FACILITY
This multi-purpose, evergreen credit facility—when coupled with the Julius Capital competitive request for proposal bid process—enables our borrower clients to:
Combine bank and public bond debt.
Establish bank draw capability.
Facilitate balance sheet philanthropy.
Receive credit for fundraising cashflow.
Obtain lowest cost of capital.
THE 10 WAYS TO GIVE
Blended Gifts that pay YOU during your lifetime
Blended Gifts that pay YOU and YOUR GIFT BENEFICIARY during your lifetime
Estate Gifts that make an impact AFTER your lifetime
OUR TEAM
Michael J. Schierl
Founder
Tom Stocks
President
John Alves
Senior Philanthropy Consultant
Michael Falvey
Director of Financial Services
Joseph Zuccaro
Senior Consultant | Funding Solutions
Michael Falvey
Director of Financial Services
Joseph Zuccaro
Senior Consultant | Funding Solutions