Bequests (Gifts through a Will)
Joe: Anna and I believe the Catholic Foundation of Eastern Montana is truly helping the Church today and will continue to do so for generations. It is important to us to partner with them to make a difference. That is why we have made several gifts over the years.
Anna: But we wanted to do more than just make gifts. Joe and I have been pretty careful with our spending over the years and have been able to save enough for our retirement. We really don't need much. Yes, we plan to be generous with our family, but we also have the ability to be generous with the Church. That means a lot to us.
Joe: After talking it over, we decided to leave a bequest in each of our wills. Our attorney took the simple language available from the Catholic Foundation of Eastern Montana and included a nice bequest in my will as well as Anna's. We feel good about leaving something to the Church that will help it forever.
Anna: But we wanted to do more than just make gifts. Joe and I have been pretty careful with our spending over the years and have been able to save enough for our retirement. We really don't need much. Yes, we plan to be generous with our family, but we also have the ability to be generous with the Church. That means a lot to us.
Joe: After talking it over, we decided to leave a bequest in each of our wills. Our attorney took the simple language available from the Catholic Foundation of Eastern Montana and included a nice bequest in my will as well as Anna's. We feel good about leaving something to the Church that will help it forever.
Is a Charitable Bequest Right for You?
We have resources that will help you learn more about bequests. Click here to review sample bequest language. You will see how easy it is to include a bequest in your will or trust.
You might find it helpful to print this page and the bequest language. Please feel free to give this information to your attorney. If he or she has any questions, please contact us.
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view a color example of your benefits.
