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 GuideIf 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
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Teresa Reid
Executive Director
treid@cfwmi.org
(616) 333-1641
360 Division Ave. S
Grand Rapids, MI 49503

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Sarah Sobel
Gift Planning Officer
(616) 475-1251
360 Division Ave. S
Grand Rapids, MI 49503
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For Professional Advisors
This practical guide can assist you and your clients in creating a charitable estate plan.
- Download Advisor Guide