Planned Giving

How will you leave a legacy?

Learn how leaving a legacy through the Catholic Foundation of West Michigan can help support the causes you care about 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 the Catholic Church, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help strengthen a thriving faith community for the next generation.

By including one or several of the Church’s ministries in your will or trust, naming a Catholic charity 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 arrange future 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.

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Join Light of Christ Legacy Society

When you make a gift through the Catholic Foundation of West Michigan from your will or trust, you'll be welcomed into Light of Christ Legacy Society. The incredible generosity of donors like you is critical to ensuring the work of the Catholic Church for years to come. A bequest of any size to a Catholic parish, school, or ministry helps leave a legacy of faith to the causes you care most about.

Document Your Gift to the Catholic Foundation of West Michigan
Light of Christ Legacy Society

Meet Our Donors

Donors just like you have made a real impact just by adding a few words to their will or using one of the many giving options available.

Ways to Give

Not only do you have options for how your gift 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.

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

Establish a Donor Advised Fund (DAF) through the Catholic Foundation of West Michigan and designate your parish, Catholic school, or ministry as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF).

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 the Catholic Foundation of West Michigan or one of its funds. While there is no charitable deduction for a rollover gift, you 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 the Catholic Foundation of West Michigan or one of its funds 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 the Catholic Foundation of West Michigan 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 Catholic Foundation of West Michigan 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 the church 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 the Catholic Foundation of West Michigan or one of its funds, 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

Teresa Reid
  • Teresa Reid

    Gift Planning Officer

    (616) 333-1641

    360 Division Ave. S

    Grand Rapids, MI 49503

    • For Professional Advisors

      This practical guide can assist you and your clients in creating a charitable estate plan.

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