Making a provision in your will or estate plan for the Catholic Church provides an opportunity to return to God a “good steward’s” portion of the material resources with which you have been blessed. Once loved ones have been provided for, you can support the many important needs of our Catholic community for generations to come.

SUGGESTED WORDING FOR A BEQUEST FOR GENERAL PURPOSES:

  • TO THE DIOCESE: “I give ______% of my disposable estate (or, specify a specific dollar amount) to The Roman Catholic Bishop of Helena, a Montana corporation sole, Employer/Taxpayer ID number 81-0231797, to be used for religious and charitable purposes.”
  • TO THE FOUNDATION: “I give ______% of my disposable estate (or, specify a specific dollar amount) to The Foundation for the Diocese of Helena, a Montana nonprofit corporation, Employer/Taxpayer ID number 81-0449307, to be permanently endowed for religious and charitable purposes.”
  • TO A PARISH: “I give _______% of my disposable estate (or, specify a specific dollar amount) to ___________ Parish located in __________, Montana, Employer/Taxpayer ID number ____________, to be used for religious and charitable purposes.”
    [ID Numbers]
  • TO CLERGY RETIREMENT FUND: “I give _______% of my disposable estate (or, specify a specific dollar amount) to the Clergy Senior Status and Security Trust, located in Helena, Montana, Employer/Taxpayer ID number 51-7446423, for the benefit of retired clergy in the Diocese of Helena.”

A BEQUEST FOR A PARTICULAR PURPOSE: Use same wording, but in place of “religious and charitable purposes,” specify the purpose or area of ministry toward which the bequest is to be used.  For example:

  • “I give 5% of my disposable estate to The Roman Catholic Bishop of Helena, a Montana corporation sole, Employer/Taxpayer ID number 81-0231797, to be used for seminarian education.”
  • “I give $10,000 to The Foundation for the Diocese of Helena, a Montana nonprofit corporation, Employer/Taxpayer ID number 81-0449307, to be permanently endowed for the benefit of my parish, ____________________.”
  • “I give 10% of my disposable estate to ___________ Parish located in __________, Montana, Employer/Taxpayer ID number ____________, to be used for youth ministry.”   [ID Numbers]

Please consult with your attorney as he or she is the only one qualified to offer counsel in regard to your estate planning.