Montana Endowment Tax Credit

The Montana Endowment Tax Credit allows donors to pay less in Montana state income taxes when they give a qualifying planned gift to a qualified Montana charitable endowment. The incentive is 40% of the gift's federal charitable deduction, up to a maximum $10,000 tax credit, per year, per individual, and a credit of 20% of a direct gift by a qualified business, up to a maximum of $10,000 per year.

To learn more about how you can take advantage of the Montana Endowment Tax Credit, read more about planned giving at the Foundation, or contact us. We would welcome the opportunity to meet with you and your financial advisor.