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CATHOLIC CHARITIES WEST MICHIGAN

Gifts That
Cost You Nothing Now

Provide Help To Your Neighborhood

Gifts in a will or by beneficiary designation are two easy ways to provide comprehensive, compassionate care to those who need it most- and they don’t cost anything now.

Gifts in a Will

Making a legacy gift in your will or trust is one of the easiest and most popular ways to make a lasting impact for Catholic Charitie West Michigan. Once you have provided for your loved ones, we hope you will consider making comprehensive and accessible services part of your life story through a legacy gift.

A gift in your will is one of the easiest ways to create your legacy and offers the following benefits:

  • Lasting Impact: Your gift will create your legacy of Catholic social services.
  • Flexible: You can alter your gift or change your mind at any time and for any reason.
  • No Cost: It costs you nothing now to give in this way.

Four simple, "no-cost-now" ways to give in your will

A general bequest is a gift of a specific amount.
A residuary gift is a gift of all or a percentage of the remainder of your estate after specific bequests and expenses have been paid.
A specific gift is a gift of a particular piece of property. For example, real estate, funds in a bank account or shares of a corporation.
A contingent gift takes effect only if the primary beneficiary or beneficiaries do not live longer than you. In other words, your gift is contingent upon whether or not they survive after you.
 

You can mix these no-cost ways together. For example, you might consider leaving a specific percentage (such as 50%) of the residual to Catholic Charities West Michigan contingent upon the survival of your spouse.

Gifts by Beneficiary Designation

It’s easy to put your bank accounts, retirement funds, savings bonds, and more to use in service of families in the Diocese of Grand Rapids- and it costs you nothing now. By naming Catholic Charities West Michigan as a beneficiary of these assets, you can establish your personal legacy of funding services, strengthening families and supporting life through Catholic social services.

 

Potential benefits of gifts by beneficiary designation:

  • Reduce or eliminate taxes
  • Reduce or avoid probate fees
  • No cost to you now to give
  • Create your legacy with Catholic Charities West Michigan

Types of Gifts

You can simply name Catholic Charities West Michigan as a beneficiary of your retirement plan to help underserved families.

You can name Catholic Charities West Michigan as a beneficiary of all or a portion of your life insurance policy. With this gift arrangement, Catholic Charities West Michigan will receive the proceeds of your policy after your lifetime. You can change your beneficiary at any time and may reduce your estate taxes.

This is one of the easiest gifts to give and one of the most useful in accomplishing your philanthropic goals. The next time you visit your bank, you can name Catholic Charities West Michigan (Tax ID: ??-???????) as the beneficiary of a checking or savings bank account, a certificate of deposit (CD), or a brokerage account. When you do, you’ll take a powerful step toward supporting individuals and families for generations to come.
What remains in a donor-advised fund is governed by the contract you completed when you created your fund. When you name Catholic Education as a “successor” of your account or a portion of your account value, you feed the hungry, counsel those who struggle, and build strong families.
 

How to update a beneficiary designation:

  1. Simply contact your bank, retirement plan administrator, insurance company, or other financial institution to request a beneficiary designation form. You may also be able to log in to your account and update your beneficiaries online.
  2. Please use our legal name: Catholic Charities West Michigan
  3. Include our tax identification number: ??-???????
  4. Please let us know so we can ensure that your wishes are carried out.

Supporters Like You

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Their Story

The Impact of Your Giving

Since 1946, we have been igniting transformation in families and communities with over 50 programs located across West Michigan. These are West Michigan’s stories of hope penned by your generosity.

Succcess Stories

We're Here to Help

Our experienced team is here to help you…

  • Learn about special projects that align with your interests.
  • Structure a donation that maximizes benefits for you and your loved ones.
  • Stay up to date on how your gift is used.
  • And more!
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Catholic Charities West Michigan | Tax ID: #??-???????