The Poverello Center

Planned Giving: Wills Matter at Any Age

Dear Supporter,

Sarah and Josh never really thought about their wills until they heard about legacy giving with the Poverello Center.

If you don’t yet have a will, working with a lawyer to develop one can be an important step in leaving a legacy while caring for your family. You can also name effective nonprofits like the Poverello Center as the beneficiary (or payable-on-death) on your bank accounts, CDs, life insurance, or retirement plan assets to leave a legacy gift.

“When we heard about legacy giving, we were excited to be able to designate a part of our estate to the Poverello Center, and in turn, help make this important work continue to happen long after our lifetimes,” Sarah Raz said. “It feels good to find yet another way of supporting our most vulnerable neighbors.”

Working with a lawyer on your estate plan may expand the options you explore. For some ideas on where you might begin, please contact us at (406) 532-6686 or donations@thepoverellocenter.org. Thank you for your consideration of support for the Poverello Center.

Sincerely,
Jill Bonny, Executive Director

Leave a Comment