Download IRA Rollover Guide

Leaving a Legacy - Catholic Foundation of West Michigan

The IRA Charitable Rollover provides you with an excellent opportunity to make a gift during your lifetime from an asset that would otherwise face multiple levels of taxation if left in your estate.

With just a simple message to your IRA provider, you can support Catholic Foundation of West Michigan by rolling over all or some of your IRA distribution.

Fill out the form to get our IRA Rollover Guide & Sample Language.

Download IRA Rollover Guide

If you have made or are considering a planned gift, let us know so we can welcome you to the Light of Christ Legacy Society, ensure your gift is directed as you'd like, and of course so we can thank you!

Let's get in touch

  • Teresa Reid
  • Teresa Reid

    Executive Director

    treid@cfwmi.org

    (616) 333-1641

    360 Division Ave. S

    Grand Rapids, MI 49503

  • Sarah Sobel
  • Sarah Sobel

    Gift Planning Officer

    ssobel@cfwmi.org

    (616) 475-1251

    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.

  • Download Advisor Guide