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
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
Let Julius Capital ensure your organization’s legal and financial architecture maximizes your ability to serve your mission
Support your latest parish, school, and housing initiatives with Julius Capital’s industry leading unified credit facility
Preserve the purchasing power of your assets over the long-term while supplementing distributions to intermediate-term operations
Accelerate your organization’s growth projects and new ventures with our purpose-built financial solutions
…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…
…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.
Michael J. Schierl
Founder & President
Director of Client Services
Director of Planned Giving
Director of School Finance
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.