Advisors Guide for Planned Giving

Planned Giving Guide

Gifts from Wills and Trusts:

When making a charitable gift to a nonprofit organization, it is vital the legal name of the charity, city and other identifying details be used. To name St. Patrick -- St. Anthony Parish Legacy Fund in your will or trust please use the following suggested language:

I give and devise Catholic Foundation of West Michigan a nonprofit organization located at c/o Catholic Foundation of West Michigan 360 Division Avenue S., Grand Rapids, MI, 49503, Federal Tax ID # 38-3298981, to (all or a percentage) of the rest, residue and remainder of my estate, to be used for the support of the St. Patrick -- St. Anthony Parish Legacy Fund.

Download Bequest Language

Gifts of Appreciated Securities

St. Patrick -- St. Anthony Parish Legacy Fund's Broker: Raymond James
Broker Contact: John Osbourne
(616) 974-3003
john.osbourned@RaymondJames.com
Account name: St. Patrick -- St. Anthony Parish
DTC:
Account number:
Tax ID Number: 38-3298981

Download Stock Form

Beneficiary Gifts From Retirement Plans, Life Insurance, Brokerage Accounts or Any Other Plan With a Beneficiary Designation:

Please contact your plan provider for a change of beneficiary form. Once you have filled out the form, please send a copy to Greg Deja, Executive Director at gdeja@cfwmi.org

Legal name: Catholic Foundation of West Michigan
Tax ID number: 38-3298981
Address: c/o Catholic Foundation of West Michigan 360 Division Avenue S.
Grand Rapids,  MI  49503

Note To Attorneys, Accountants and Other Professional Advisors:

Thank you for helping your client with their charitable planning. As a professional advisor, you build your client relationships on trust and mutual respect. The same is true for our relationships with our friends and donors.

We understand that financial, philanthropic and estate goals are unique to the individual. For this reason we welcome the opportunity to assist as you incorporate your clients' philanthropic objectives into wellcrafted estate plans. Furthermore, we encourage prospective donors to consult with their professional advisors before making decisions based on information we provide.

If you have any questions or concerns, please call 616-644-0098 or email gdeja@cfwmi.org.

Disclosure: This information is not intended as legal advice. For more specific advice, please consult your attorney or financial adviser.