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2827 FORT MISSOULA ROAD, MISSOULA, MONTANA 59804 - PHONE: (406) 728-4100

Gift Planning

Facts for Advisers

Wills and Trust Language

Bequest language that can be used in a gift by will or living trust to support the work of Community Medical Center and CMC Foundation:

I give to Community Medical Center Foundation, a non-profit public benefit corporation, EIN 36-3627205, and having its principal office at 2827 Fort Missoula Rd, Missoula, Montana,

To make a cash bequest:

the sum of $_________ to be used for its mission as the Board of Trustees deems appropriate (or for the purpose of________________).

To give a percentage of the estate:

_______ percent of my estate to be used for its mission as the Board of Trustees deems appropriate (or for the purpose of________________).

To gift a residual amount or remaining interest:

the rest, residue and remainder of my estate after all debts, expenses and taxes have been paid and all the general and specific bequests have been made, to be used for its mission as the Board of Trustees deems appropriate (or for the purpose of________________).

To gift a tangible asset or property:

_______ shares of common stock of _______________ (or insert description of other property) owned by me at my death as these shares shall exist at the date of my death, to be used for its mission as the Board of Trustees deems appropriate (or for the purpose of________________).

We appreciate knowing of bequest intentions to be able to thank and, with permission, recognize donors in CMC Foundation’s R.H. ‘Ty’ Robinson Legacy Club.   Our Declaration of Estate Gift is included here for your client’s use. 

Declaration of Estate Gift Form

 
Community Medical Center Foundation is a proud member of Legacy Montana, a group of 51 nonprofit organizations working together to inspire donors to remember their favorite nonprofits in their will or trust. 

Contact Information:
Community Medical Center Foundation
2827 Fort Missoula Road
Missoula, MT 59804
(406) 327-4141
Fax: (406) 327-4483

Securities Transfers: 
DTC Number: 0188
Account Number: 915-036801
Taxpayer ID Number: 36-3627205

Our Broker: TD Ameritrade
Phone: (800) 431-3500
Fax: (816) 464-4453

Please call our office if your client is transferring shares to Community Medical Center Foundation, to alert us of the name and number of shares being transferred. 

 

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