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Leaving a Legacy with Planned Giving - the St. Patrick -- St. Anthony Parish Legacy Fund

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Leave a Legacy at St. Patrick -- St. Anthony Parish Legacy Fund

Including St. Patrick -- St. Anthony Parish Legacy Fund in your personal legacy contributes to our financial strength and ability to effectively carry out our mission. If you have already made a provision to include St. Patrick -- St. Anthony Parish in your estate plans, please consider notifying us by completing and returning this document. It is important to us to ensure that we have accurately recorded your intentions for the use of your gift and to recognize your generous support.

I/we have provided for the future of St. Patrick -- St. Anthony Parish through a provision in my/our estate plans in the following way:

St. Patrick -- St. Anthony Parish is in my/our will or living trust

Retirement plan beneficiary designation

Charitable gift annuity

Charitable remainder trust

Charitable lead trust

Gift of real estate or personal property

Life insurance beneficiary

While not required, you may wish to include a copy of the relevant portion of related documents with this form.

I/we would be pleased to be part of the St. Patrick-St. Anthony Parish Legacy Program.

Recognition name(s) for St. Patrick-St. Anthony Parish Legacy Program Listing: _______________________________________________________

I/we prefer to be anonymous.

I/we are not able to consider this type of support at this time but may in the future.

I/we would appreciate more information about: ____________________________________________________________

Name/s (please print): ________________________________________________________________

Address: __________________________________________________________________________

Phone: ______________________________

Email: ______________________________

Contact information—representative of my estate:

Name: ______________________________

Phone: ______________________________

Role: _______________________________

Email: ______________________________

St. Patrick -- St. Anthony Parish Legacy Fund (EIN #: 38-3298981)
c/o Catholic Foundation of West Michigan 360 Division Avenue S.
Grand Rapids, MI 49503
616-333-1641

The information you provide will remain completely confidential unless you authorize St. Patrick -- St. Anthony Parish Legacy Fund to publicize your gift. St. Patrick -- St. Anthony Parish understands that all bequest provisions are revocable and any intentions stated here are not binding on you or your estate.

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© Planned Giving Marketing. This document is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.