Define a Lasting Witness of Your Faith

 Gift Planning

When it comes to making a long-term impact on the Church through the Foundation, there are many giving options to choose from besides simply writing a check. Through planned giving, you can arrange a gift that helps further the ministries of the Catholic Church in the Diocese of Grand Rapids and provides tax or other financial benefits to you and your loved ones. Some types of gifts can virtually eliminate estate taxes, while others can greatly reduce the amount of tax you are responsible for during your lifetime. 
Gift planning possibilities:

Gifts of appreciated assets, such as stocks or securities

Bequests to the Catholic Foundation of West Michigan, including their many funds,  in your existing will or living trust

Naming the Catholic Foundation of West Michigan as a beneficiary on your life insurance policy, retirement plan, or IRA

Creating a family Named Fund within the Foundation that honors a family member

A charitable remainder trust, which may benefit you, your family and friends, and your Church

Bequest designations in your will, revocable trust, insurance policy or retirement plan are generally revocable and may be changed during your lifetime; however, certain trusts are irrevocable and funds may not be returned once transferred.* 

Contact Mark Morrow​, Executive Director, to learn more about the Foundation and the variety of ways to provide financial support.

*This is not intended to offer financial, legal, estate planning or tax advice. Please consult with your family’s legal and financial advisors about your planned gift.