Frequently Asked Questions
About Montana's Tax Credit & the Task Force

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Have a question about the Montana Tax Credit or the Governor's Task Force? Find the answer here or, if you can't, click here to send us your question. All questions and comments are welcome.



Q. What is the Montana Tax Credit for Charitable Endowment gifts?

Q. Who can take advantage of Montana's Endowment Tax Credit?

Q. How can I take advantage of this Tax Credit?

Q. What is a qualified endowment?

Q. How can my business take advantage of the Montana Endowment Tax Credit?

Q. How much do I have to be able to contribute in order to qualify for the Tax Credit?

Q. I already give an outright gift to a charitable 501(c)(3) nonprofit organization. What are the advantages of giving to a qualified endowment instead?

Q. What is the maximum tax credit I can claim through the Montana Endowment Tax Credit?

Q. What is a planned gift?

Q. What is the Governor's Task Force on Endowments and Philanthropy?

Q. Where can I find more information on charitable giving in Montana
and the nation?


Q. What endowments currently exist in Montana?

Q. How can a charitable 501(c)(3) nonprofit organization set up a qualified endowment?

Q. As a financial advisor how can I increase my knowledge about vehicles for philanthropic giving, so I can better advise my clients?