the FOUNDATION

Estate Planning

Please remember the Church in your Estate Plan

One of the most important steps we can take to ensure our journey continues to leave a lasting legacy is to prepare a Will. A gift by will means that we are able in our will to make a return to the Lord for all the blessings He has bestowed upon us. In practical terms we state in our will that the Church will receive all or a part of the wealth which we have accumulated on earth during our faith journey. A bequest to the Church can take the form of a simple cash donation or it can establish an endowment fund for large contributions.

Naming your parish, the diocese, and/or The Foundation for the Diocese of Helena, Inc. or any other Catholic charity as a beneficiary in your Will allows you to make a final statement about the importance the Church played in your life. By bequeathing a gift to the Church you assure a legacy for those left behind, a declaration that says, “Catholic values and interests are important to me.” You also make a statement: “my intention is that the Mission of the Church will continue for future generations after I have gone to my eternal reward.”

Making a planned gift to the 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 “bequeath” accumulated assets to help support the many important needs of our Catholic community for generations to come.

Types of Planned Giving Opportunities

There are a variety of ways to live out Christian stewardship during your lifetime and beyond. You will find these plans help maximize the benefits of the gift both to you and to the Church. [Read more about Planned Giving oppportunities]...

Request an Estate Planning Guide

To request an Estate Planning Guide, email Jeanne Saarinen at:
jsaarinen@diocesehelena.org.