A legacy gift enables you to support St. Patrick -- St. Anthony Parish Legacy Fund, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including St. Patrick -- St. Anthony Parish Legacy Fund in your will or trust, naming St. Patrick -- St. Anthony Parish as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support for years to come. Your gift will have a real, lasting impact.
Request a confidential, no-obligation conversation to get started.
Our Parish Legacy Fund is a permanent endowment through a partnership with the Catholic Foundation of West Michigan. An endowment is a type of fund that our parish can rely on to provide a source of annual income, year after year, no matter what. As our endowment fund grows through investment gains and additional contributions, a percentage of the fund’s balance is returned to the parish to support three key priorities:
Not only do you have options for how your gift to St. Patrick -- St. Anthony Parish Legacy Fund will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when. If the parish is one of several Catholic beneficiaries in your legacy plans, consider setting up your own personal endowment through the Catholic Foundation of West Michigan. The Catholic Foundation is your philanthropic partner to help design your own giving legacy.
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
Download Bequest Language
Designate St. Patrick -- St. Anthony Parish as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your donor-advised fund.
Learn More about DAFs
If you're 70 ½ or older, you can make a gift directly from your IRA to St. Patrick -- St. Anthony Parish. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Download IRA Rollover Information
Name St. Patrick -- St. Anthony Parish Legacy Fund as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name St. Patrick -- St. Anthony Parish Legacy Fund as the owner and beneficiary.
Learn More about Life Insurance
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.
Download Real Estate Gift Information
Naming St. Patrick -- St. Anthony Parish Legacy Fund as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other donor-advised funds, will accomplish a charitable goal while realizing significant tax savings.
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When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
Download Stock Transfer Information
There are many other ways to support St. Patrick -- St. Anthony Parish Legacy Fund through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit St. Patrick -- St. Anthony Parish Legacy Fund, while at the same time preserving the benefits of those assets for you and your family.
Contact Us to Discuss Your OptionsExecutive Director
gdeja@cfwmi.org
616-644-0098
Gift Planning Officer
treid@cfwmi.org
616-333-1641
c/o Catholic Foundation of West Michigan 360 Division Avenue S.
Grand Rapids, MI 49503
If you are working with a professional advisor, or advising a donor, here's a practical guide for including in a charitable estate plan.
Download Advisor Guide