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Montana Tax Credit

The Montana Endowment Tax Credit was created by the State Legislature in the late 1990s.  It gives Montanans an opportunity to save on their taxes while giving to the qualified Montana charity of their choice.


The Montana Endowment Tax Credit allows you a credit of up to 40% on your Montana Taxes!  Additional savings apply to your federal Income Tax, too.  It gets even better:  When you choose a Charitable Gift Annuity (or another planned gift), you may reap an annual income.  The maximum credit is $10,000 per taxpayer per year.  Give us a call at 406-446-0610 if this appeals to you.