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?
We offer a wide range of fund options with tax-advantages that help your clients animate their faith, give purposefully, and make an impact.
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.
We frequently convene our Catholic community, offering you an opportunity for professional networking and experiences that enhance one’s faith.
Our administrative and investment fees are highly competitive with other community foundations and national charities of our size, scale, and offerings.
The Catholic Foundation of West Michigan
360 Division Ave
Grand Rapids, MI 49503
Employer Identification Number (EIN):