A Bequest of Life Insurance Is Easier Than You Think

A bequest of a life insurance policy is an easy way for you to make a gift to the Catholic Church.

It’s as easy as naming the Catholic Foundation of Eastern Montana as beneficiary of all or a portion of your policy on our beneficiary designation form. You can direct your gift to be restricted to a specific endowment fund, such as the one for your home parish, or for a particular ministry, such as Priest Retirement, Seminarian Education or Youth Ministry.

Your life insurance proceeds will help build the Catholic Church in our diocese, and your estate will benefit from an estate tax charitable deduction for the value of the proceeds paid.

Here’s another idea: Instead of waiting until your death, make a gift of an unneeded life insurance policy today. By naming the Catholic Foundation of Eastern Montana the owner and beneficiary of your policy, you may benefit from several current tax advantages, and also enjoy the satisfaction of seeing your gift secured for the future of the Catholic Church in our part of Montana.

To learn more about making a bequest of life insurance, please contact:

Catholic Foundation of Eastern Montana
PO Box 1345
Great Falls, MT 59403
stewardship@catholicfoundationmt.org
(406) 727-6683, ext. 120