Planned Giving

How will you leave a legacy?

Learn how leaving a legacy with St. Patrick -- St. Anthony Parish Legacy Fund can help support our Catholic community for generations to come while continuing to meet your current financial needs.

Consolidated Appropriations Act 2023 (CAA) and Your Support

Reach Your Philanthropic and Financial Goals with Planned Giving

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.

Let us help you make the gift that’s right for you.

Request a confidential, no-obligation conversation to get started.

Get in touch with us Document Your Gift to St. Patrick -- St. Anthony Parish Legacy Fund Learn More About Ways to Support Our Catholic Community
St. Patrick-St. Anthony Parish Legacy Program

What is the St. Patrick-St. Anthony Parish Legacy Program?

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:

Ongoing Worship and Faith Formation efforts

Extending our Christian Service ministries within the community

Facilities Stewardship, including repairs and maintenance

“I hope this invitation to prayerfully consider participating in our Parish Legacy Program makes you as excited as I am in the strong financial future we are all building together. Those who follow us in life will experience your generous blessings while worshiping in our beautiful church and living their faith in our parish community.” -- Fr. Dan Shumaker

Document Your Gift to St. Patrick -- St. Anthony Parish Legacy Fund Fall 2023 St. Patrick-St. Anthony Parish Legacy Packet

How to Give

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.

General Bequest

Gifts from your will

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
Donor Advised Funds

Beneficiary Designation and Grants

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
Charitable IRA Rollover

Charitable IRA Rollover

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
Gifts of Life Insurance

Beneficiary Designation and Paid-Up Policies

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
Gifts of Property

Real Estate and Other Valuables

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
Beneficiary Gifts

Retirement Accounts

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.

Download Beneficiary Gifts
Gifts of Stock

Appreciated Stock

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
Other Options

Other Planned Giving Vehicles

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 Options

Let's get in touch

  • Greg Deja

    Executive Director

    gdeja@cfwmi.org

    616-644-0098

  • Teresa Reid

    Gift Planning Officer

    treid@cfwmi.org

    616-333-1641

  • c/o Catholic Foundation of West Michigan 360 Division Avenue S.

    Grand Rapids, MI 49503

  • For Professional Advisors

    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