Wills & Wine Event Wednesday, September 17th at 6:00 PM
How to Give
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.
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.
© 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.