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

Since 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.

Join Us

Diocesan Fiscal Management Conference

October 3 – 6, 2021

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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

HIRING

PHILANTHROPY CONSULTANT

August 1, 2021

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Employer: Julius Capital Services

Job Title: Philanthropy Consultant

Position Reports to: Director of Philanthropy Services

Full-time/Part-time: Full-time (exempt)

Location: Chicago

The University of Notre Dame's "Fitzgerald Institute for Real Estate" Welcomes Michael J. Schierl

February 24, 2021

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Julius Capital’s FounderMichael J. Schierl, joins thFitzgerald Institute for Real Estate’s Advisory Board:

“The Advisory Board for the Fitzgerald Institute for Real Estate provides strategic direction on matters related to the continued improvement and success of the Institute and Notre Dame’s real estate academic initiatives.

Board members serve as ambassadors for the University, provide valuable counsel and professional expertise, financially support program priorities and initiatives, and assist with internships and employment opportunities for students and alumni.

Board membership consists of prominent alumni, parents, and friends in the real estate industry from a range of backgrounds, sectors, and disciplines including brokerage, leasing and property management, investment management, private equity, capital markets, law, design and urban planning, development, and construction.”

Join Us

Diocesan Fiscal Management Conference

October 3 – 6, 2021

– – – – – – – – – – –

Proven Financing Strategies from Three Dioceses –

A Panel Discussion with Case Studies

HIRING

PHILANTRHOPY CONSULTANT

June 28, 2021

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Employer: Julius Capital Services

Job Title: Director of Philanthropy Services

Position Reports to: Director of Philanthropy Services

Full-time/Part-time: Full-time (exempt)

Location: Chicago (negotiable)

Lead Financial Analyst

Joins Julius Capital Team

May 24, 2021

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Joe joined Julius Capital in May 2021 as the firm’s lead Financial Analyst. He assists in deal origination, structuring, and closing.

Prior to joining Julius Capital, Joe served as a team director and campus missionary with the Catholic lay apostolate, FOCUS, and as an Investment Analyst for NorthMarq Capital and Wells Fargo Securities.

The University of Notre Dame's Fitzgerald Institute for Real Estate Welcomes Michael J. Schierl

February 24, 2021

– – – – – – – – – – –

Julius Capital’s FounderMichael J. Schierl, joins thFitzgerald Institute for Real Estate’s Advisory Board:

“The Advisory Board for the Fitzgerald Institute for Real Estate provides strategic direction on matters related to the continued improvement and success of the Institute and Notre Dame’s real estate academic initiatives…

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
Michael J. Schierl

Founder

Tom Stocks
Tom Stocks

President

John Alves
John Alves

Senior Philanthropy Consultant

Michael Falvey
Michael Falvey

Director of Financial Services

Joseph Zuccaro
Joseph Zuccaro

Senior Consultant | Funding Solutions

Michael Falvey
Michael Falvey

Director of Financial Services

Joseph Zuccaro
Joseph Zuccaro

Senior Consultant | Funding Solutions