In your work as a professional advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients. As a nonprofit organization, we share your values and take the same care when it comes to helping our donors plan charitable gifts to the U.P. Catholic Foundation. Please use these tools as you help your clients with their charitable plans, and feel free to contact us for more information or assistance.
Tools for Professional Advisors
Upper Peninsula Catholic Foundation, Inc.
Upper Peninsula Catholic Foundation, Inc.,
Upper Peninsula Catholic Foundation,
and U.P. Catholic Foundation, Inc.
1004 Harbor Hills Drive, Marquette, MI 49855
See the Benefits Today
Provide your clients with a free, no-obligation illustration of their gift to the Church by using the planned gift tools at www.dioceseofmarquette.org/planmygift. Instantly calculate deductions, tax savings and other benefits for multiple gift types.
Make a Gift to the Church in Your Will
If your clients are interested in supporting the Church with a gift in their will, we have provided sample bequest language that they can bring to their estate planning attorney.
Partner With Us
We understand that gifts to charities such as the Church can be an important part of your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and our gift planning staff—all working together to arrange the best gift possible.
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.