Legacy Gift Planning

What is a Legacy Gift?

A Legacy Gift is made to an organization in the context of financial or estate planning. If carried out with discernment, a Legacy Gift becomes a beautiful expression of your deepest values and stewardship. With Legacy Gift Planning through The Catholic Foundation, you can plan to remember your favorite Catholic cause(s) and leave a legacy of faith for generations to come. Legacy gift planning is arranging your gift to be received in the future or at death. Planned giving is easy to do and there are many current benefits to legacy gift planning, including tax advantages, securing sources of income, and the peace of mind that comes from providing for the people and institutions you care most deeply about. 

Why choose us?

The Catholic Foundation ensures Catholics a way to leave their legacy uniquely aligned with their Catholic values and beliefs. Donors enjoy the satisfaction of knowing that their gift directly supports the Catholic organizations and causes that they choose. 

Who we serve?

The Catholic Foundation assists donors in creating a meaningful impact through legacy gift planning and charitable fund management. We are also a service to the parishes, schools and other Catholic organizations in the Diocese of Lansing. 

Where will the impact be felt?

The Catholic Foundation inspires giving and assists donors to provide for the long-term needs of the Church in the Diocese of Lansing, including ministries of Catholic organizations throughout the 10-county region in south-central Michigan

How can I make a Legacy Gift?

Legacy gifts take many forms. Below are some of the most common gifts that people choose.• Gift from Will or Trust• Gift of a Retirement Account• Gift of an Insurance Policy• Gift of Financial AccountsContact The Catholic Foundation at 517-253-8787 for assistance with your Legacy Gift planning!

Immaculate Conception Society – Link to ICS pamphlet 

Membership in the Immaculate Conception Society is open to anyone who has made provision for a gift to the Catholic Church through their estate plans, no matter the size.  Recognition is given to those individuals who have notified The Catholic Foundation of their plan to leave a future gift – a legacy – in support of their parish, school, or favorite Catholic ministry.  

There are many forms of legacy gifts.  Whether your gift is made through a bequest, trust, retirement plan, life insurance, or other means, your planned gift – of any amount – will be recognized with honorary membership in the Immaculate Conception Society.

Members are Honored With

Welcome letter from BishopMass offered at St. Mary of the Immaculate Conception Cathedral for your special intentionsPeace of mind with knowledge your gift will be honored as intendedInspire others to support our Catholic Faith

Link to story about Frank LeMieux’s planned gift (AR 2022. P. 10-11)

Link to story about the Applegates (AR P. 10-11)

Contact Form for those interested in making a planned gift: First name, last name, email, phone, address info, Message box.