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:
Questions? Contact us at firstname.lastname@example.org.
After filling out the form above, one of our PAG membership team members will contact you to assist with onboarding.