FUNDING YOUR PRIORITY PROJECTS

Julius Capital’s tailored financial solutions and focused implementation will create a unique and unified credit facility to maximize your donor bases’ potential  

PORTFOLIO SPOTLIGHT

Explore what Julius Capital’s clients are saying

STRATEGIC PARTNERS

Beginning with the firm’s founding in 1993, Julius Capital has fostered industry leading partnerships with Immaculata Law and Coughlin & Company

Learn more about how this partnership ensures your organization receives first-rate bond counsel and placement

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.

OUR FUNDING SOLUTIONS

Julius Capital’s full-vision funding solutions integrate finance—the “Unified Credit Facility”—and philanthropy—the “10 Ways to Give” planned giving design.

Our approach overcomes traditional non-profit funding constraints to ensure your organization receives a comprehensive range of borrowing and giving options.

COMBINE BANK AND PRIVATE BOND DEBT

By combining shorter-term bank debt and longer-term public bonds, the Julius-designed credit facility enables our clients to maximize their total borrowing capacity while lowering annual require debt service.

ESTABLISH BANK DRAW CAPABILITY

The bank draw component of our credit facility is an ideal solution for new construction projects with inflexible “break ground” schedules or for refinancing existing debt.

FACILITATE BALANCE SHEET PHILANTHROPY

Donor-friendly junior bonds can be placed initially with your Deposit & Loan or affiliated foundation to e subsequently resold to donors. Donors may agree to “donate back” principal or interest as part of a future structured gift.

RECEIVE CREDIT FOR FUNDRAISING CASHFLOW

Our comprehensive pro forma financial projections incorporate cashflow from your pledges receivable and projected future campaign commitments. Julius Capital can, then, negotiate the most favorable debt service covenants and optional debt pre-payment terms from lenders.

OBTAIN LOWEST COST OF CAPITAL

Julius Capital’s competitive request for proposal (RFP) bid process enables us to obtain the lowest blended cost of capital and best terms from banks and our established network of bond investors committed to financing Catholic not-for-profit entities.

GIFTS THAT PAY DONOR DURING THEIR LIFETIME

1.  Re-Insured Charitable Gift Annuity

2.  Charitable Remainder UniTrust

3.  Retirement Savings Trust

GIFTS THAT PAY CHARITIES DURING DONOR'S LIFE

4.  Charitable Lead Trust

5.  Retirement Asset Distributions

6.  Securities

GIFTS THAT MAKE AN IMPACT AFTER DONOR'S LIFE

7.  Retirement Assets

8.  Life Insurance

9.  Real Estate NI-CRUT

10.  Your Estate

WHO WE SERVE

FOUNDATIONS

Let Julius Capital ensure your organization’s legal and financial architecture maximizes your ability to serve your mission 

DIOCESES

Support your latest parish, school, and housing initiatives with Julius Capital’s industry leading unified credit facility

SCHOOLS

Preserve the purchasing power of your assets over the long-term while supplementing distributions to intermediate-term operations

APOSTOLATES

Accelerate your organization’s growth projects and new ventures with our purpose-built financial solutions

TESTIMONIALS

…We have now utilized the Julius Capital bond structure to build two new schools. This funding solution not only allowed us to expand the net Asset position of the D&L Fund, but also allowed the parishes to begin construction of their two schools far earlier than the banks would otherwise have permitted…

Mike Gibbons

Chief Financial Officer, Diocese of Belleville

…Michael Schierl and his team have worked well with our organization in many supportive and creative ways. It is highly unusual to run into an experienced Wall Street attorney who is also very adept at both detailed financial modeling and higher-level creative structuring.

We could not be more pleased with the service received and relationship we have developed with Julius Capital and its sister company, Immaculata Law Firm.

Tom Stocks

President, St. John's Northwestern Leadership Academy

OUR TEAM

Michael J. Schierl
Michael J. Schierl

Founder & President

David Skelding
David Skelding

Director of Client Services

Mark Henry
Mark Henry

Director of Planned Giving

Howard Lanser
Howard Lanser

Director of School Finance

Michael Falvey
Michael Falvey

Operations Manager

Brendan Coyne
Brendan Coyne

Engagement Manager

CONTACT US

8 + 7 =

Julius Capital is not registered as a securities broker-dealer or an investment advisor with the U.S. Securities and Exchange Commission (the “SEC”) or with any state securities regulatory authority.   All offerings of securities are made through an SEC-registered broker-dealer and FINRA member firm.