Gift Annuities and the Montana Endowment Tax Credit

National Parks, huckleberries, the Headwaters of the Missouri . . . we all know that there are lots of things that make Montana a special place to live. One equally special thing that doesn’t always make it into the travel brochures, however, is the Montana Endowment Tax Credit. The METC offers a generous tax incentive to charitably inclined Montana donors and represents an exceptionally compelling tool for promoting donor support of nonprofit endowments in the state.

In this workshop, we will walk through each facet of the METC and then discuss the planned-giving tool most often paired with the METC—the Charitable Gift Annuity.

Topics to be discussed:

The Montana Endowment Tax Credit

Endowments

Planned Gifts