Outright Bequests
I give, devise, and bequeath to Mental Health
America of Montana, a tax-exempt organization, located at 205 Haggerty Lane, Suite 170, Bozeman, MT 59715, the sum of $________
(or real or personal property herein described), to be used
for the general purpose of Mental Health America of Montana at the discretion
of its Board of Directors.
Bequests for a Specific Purpose
I give, devise, and bequeath to Mental Health
America of Montana, a tax-exempt organization, located at 205 Haggerty Lane, Suite 170, Bozeman, MT 59715, the sum of $________
(or real or personal property herein described) for the purpose
of _____________.
All of these estate planning options have charitable tax
benefits.
If you have questions, please contact the MHA of MT Executive Director.
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