Bequest Language

Wills & Bequests

One of the easiest and most flexible ways you can leave a conservation legacy is to include MLR in your will or living trust.  Bequests often allow individuals to make larger, more impactful gifts than they are able to during life.  You can specify a percentage of your estate, gift a certain asset, or leave a certain dollar amount, and can take advantage of the unlimited federal estate tax charitable deduction.  Charitable bequests are a great way to ensure you retain control over your assets while you may need them and give you the flexibility to adjust to changed circumstances or desires down the road.  You can participate in creating the lasting impact you want to see for Montana, or can leave use of your bequest to wherever it is needed most.

If you don’t have a will, we strongly recommend that you consider developing an estate plan.  No matter your age or wealth, think of an estate plan as a gift to your loved ones.  A simple will, living trust, or beneficiary designation will ensure that your assets go to the people and causes you love in as seamless a manner as possible, eliminating the unnecessary risk of costly and complicated legal proceedings.  It will also help you avoid a scenario where your assets are transferred in a way you did not foresee or desire, or where your financial affairs or medical care becomes a source of difficulty and disagreement if you become incapacitated.

We are happy to discuss these issues with you and provide you with some ideas to move forward.  Please contact us/let us mail you a wills guide/etc.

Sample Bequest Language

  1. Bequest of a specific dollar amount.

 

“I hereby give, devise and bequeath the sum of $[dollar amount] to The Montana Land Reliance, a Montana nonprofit corporation located in Helena, Montana, to be used for The Montana Land Reliance’s general support and charitable purposes, without restriction.”

 

  1. Bequest of specific personal property.

 

“I hereby give, devise and bequeath [description of property] to The Montana Land Reliance, a Montana nonprofit corporation located in Helena, Montana, to be used for The Montana Land Reliance’s general support and charitable purposes, without restriction.”

 

  1. Bequest of real estate.

 

“I hereby give, devise and bequeath all my right, title and interest in and to the real property commonly described as [street address and/or description of property] to The Montana Land Reliance, a Montana nonprofit corporation located in Helena, Montana, to be used for The Montana Land Reliance’s general support and charitable purposes, without restriction.”

 

  1. Bequest of percentage of estate.

 

“I hereby give, devise and bequeath [percentage of your estate] percent of my estate to The Montana Land Reliance, a Montana nonprofit corporation located in Helena, Montana, to be used for The Montana Land Reliance’s general support and charitable purposes, without restriction.”

 

  1. Bequest of percentage of residual estate.

 

“I hereby give all the rest, residue, and remainder of my estate, both real and personal, to The Montana Land Reliance, a Montana nonprofit corporation located in Helena, Montana, to be used for The Montana Land Reliance’s general support and charitable purposes, without restriction.”

The Montana Land Reliance’s Tax ID # is 81-0369262.