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PROFESSIONAL ADVISORS

OVERVIEW

As a financial advisor, clients rely on your expertise to guide them on their financial journeys not only while they are living, but also in defining their lasting legacy. In an increasingly competitive market, introducing them to charitable giving strategies that dignify and honor their Catholic faith can help you distinguish your practice and serve your clients in a more personal, meaningful way. As more and more multi-generational families practice generosity, you serve a crucial role in guiding them through the overarching strategic planning, tax, and impact opportunities of charitable giving strategies. At the Catholic Foundation, we can help you to deepen your client relationships by serving as a trusted Catholic philanthropic partner.

WHY PARTNER WITH CFWM?

Philanthropic Expertise

We offer a wide range of fund options with tax-advantages that help your clients animate their faith, give purposefully, and make an impact.

Faith-Consistent Investing

As a leader in faith-consistent investing, we ensure your clients’ fund assets align with their Catholic faith and values.

Trusted, Local Partner

Located in Grand Rapids, our staff is always accessible to answer questions, help you strategize, and serve your clients.

Community Networking

We frequently convene our Catholic community, offering you an opportunity for professional networking and experiences that enhance one’s faith.

Competitive
Fees

Our administrative and investment fees are highly competitive with other community foundations and national charities of our size, scale, and offerings.

TAX INFORMATION

Legal Name:
The Catholic Foundation of West Michigan

Address:
360 Division Ave
Grand Rapids, MI 49503

Phone:
(616) 333-1640

Employer Identification Number (EIN):
38-3298981

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