When creating your will, filing taxes or considering a complex gift, it is important to have a trusted professional ready to assist you. The Catholic Foundation of Michigan’s Preferred Professional Advisors Group (PAG) is a great resource to find an estate planning lawyer, financial planner, insurance professional, accountant or trust officer.
Professionals in these fields are invited to consider becoming members of the Foundation’s PAG. Members of the PAG share their expertise with fellow professional advisors on how to effectively integrate philanthropy into conversations with Catholic clients. The Group also advises the Foundation about the changing needs of professional advisors and helps broaden the circle of advisors who recommend the Foundation to their clients.
All members are invited to attend quarterly meetings and events with other trusted professionals, receive our e-newsletter, be recognized in the Foundation’s annual report and have a listing of name and contact information on the Foundation’s website.
I wish to join the Preferred Professional Advisors Group of the Catholic Foundation of Michigan. I understand the objectives of this group include:
- To provide members with a greater understanding of the role of the Catholic Foundation
- To provide venues where professionals receive pertinent educational and networking opportunities
- To support educational efforts regarding estate and gift planning throughout the Archdiocese of Detroit
Membership Levels:
- Basic: access to additional web content on how donors can connect with the CFM ($100/year)
- Premier: your contact info will be listed on website; invitation to a semi-annual professional event; invitation to provide guidance to the CFM in approaching donors (advisory council) ($250/year)
- Exclusive: your contact info and picture on website; above invitations plus an opportunity to speak at a professional, parish, or nonprofit event; exclusive access to an event with the CFM's board ($500/year)
Questions? Contact us at advisors@catholicfoundationmichigan.org.
After filling out the form above, one of our PAG membership team members will contact you to assist with onboarding.