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 Catholic Foundation of West Michigan 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 360 Division Ave. 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 where it determines the need is greatest (or for the support of a specific fund or program).

Download Bequest Language

Gifts of Appreciated Securities

Catholic Foundation of West Michigan's Broker: Raymond James
Broker Contact: John Osbourne
(616) 974-3003
john.osbourned@RaymondJames.com
Account name: Catholic Foundation of West Michigan
DTC: 0725
Account number: 257TY131
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 Teresa Reid, Interim Executive Director at treid@cfwmi.org

Legal name: Catholic Foundation of West Michigan
Tax ID number: 38-3298981
Address: 360 Division Ave. 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) 333-1641 or email treid@cfwmi.org.

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