Professional Advisor Group

When filing taxes, creating your will or considering a complex gift, it is important to have a trusted professional ready to assist you. The Catholic Foundation of Michigan’s Professional Advisors Group (PAG) is a great resource to find an estate planning lawyer, financial planner, insurance professional, accountant or trust officer.

At the Catholic Foundation, our expertise is Catholic philanthropy, and we serve as a partner to lawyers, accountants, financial advisors, and other professionals so that your Catholic clients achieve their charitable goals through current giving and planned gifts. We work closely with you to tailor a fund or deferred giving arrangement to meet the charitable and tax objectives of your clients. While you are welcome to retain your existing financial advisor and work with the Catholic Foundation of Michigan to make a gift, the members of the PAG are particularly familiar with our unique offerings and services.

Learn + Network + Grow by signing up to join this dynamic group for an annual membership fee of only $100!

We look forward to partnering with you. For more information about how we can help you as you help your clients, contact Jean Ann Montagna at 248.204.0332 or Info@catholicfoundationmichigan.org

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Sustaining PAG Members