Montana's Tax Credit Benefits
Families, Individuals, Organizations... State-Wide
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Mrs. Ruth Iversen Mrs. Ruth Iversen, Sidney
""Being a donor under the Montana Tax Credit for Endowed Giving law is pure joy for someone who loves a bargain! It means an immediate reduction in the state income tax, it means the gift will be used locally to provide improved services, and the state will get additional tax revenue...."
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Milne Family Brian & Bonnie Milne with boys Kameron and Kass, Sidney
"Our family realizes the critical importance of having quality health care available in a rural community. We understand this comes at a cost, however. We choose to support the future of health care in our local area and the Montana Tax Credit for Endowed Giving is an added bonus toward ensuring we and other community members 'step up the plate' by giving charitable donations...." Click here to read more.

Bill and Anita Kearns, Townsend
A small rural town like Townsend has few opportunities to receive grants but the tax credit for gifts to charitable endowments has helped us obtain funds for our local hospital, museum and restoration of an historic church among other thins. This made a huge difference to our area.
Steve and Judy Browning Steve and Judy Browning, Helena
The tax credit has prompted a number of taxpayers in our community to make endowed gifts to local charities. These gifts would not have come without the tax credit, and future gifts of their magnitude will not come in the future if the tax credit is not extended. What kinds of gifts are we referring to? There are dozens of such gifts made in the Helena area.
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The Goss Family

The Goss Family, Sidney
"We had planned to give a gift when we sold our property, because our family has benefitted from the excellent healthcare provided in Sidney for many years. We didn't realize that the actual 'cost' of a gift of property (vs. selling it and giving a gift of the cash proceeds) could be so minimal." -- Bob Goss, Sidney
Stan and Colleen Nicholson Stan and Colleen Nicholson, Missoula
With a $5,000 gift to the Seeley Lake Community Fund, the Montana Community Foundation has created a Charitable Gift Trust for Stanley and Colleen Nicholson of Missoula. Click here to read more.
John and Sue Talbot John and Sue Talbot, Missoula
The United Way of Missoula County has realized the importance of building an endowment for future stability. Longtime supporters John and Sue Talbot of Missoula wished to help build that endowment and looked for a way to do this easily. Click here to read more.
Cindy Utterback Cindy Utterback, Helena
The Montana Planned Gift Credit for charitable gifts to Montana endowments is a wonderful tool for building a strong foundation for Montana's charities. It is also an excellent tool for estate and income tax planning. Click here to read more.
Alan and Jean Kahn Alan and Jean Kahn, Bozeman
We have had a family partnership for a number of years. In 1996, because of the Montana Tax Credit for Endowed Giving, we decided to use some of our partnership assets to establish a donor-advised fund at the Montana Community Foundation.
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Montana Community Foundation, Helena
In 1997 and l998, the Montana Community Foundation significantly benefitted from Montana's Endowment Tax Credit with 106 individuals and families making $2,924,789 in planned gifts and 66 corporations and other businesses making $915,040 in outright ones.

Lew Zimmer, Bozeman
There is absolutely no question that the Montana Endowment Act has stimulated philanthropic action on the part of many Montanans who have substantially raised their level of giving. Click here to read more.