Make a Lasting Gift. Receive a Substantial Montana Tax Credit.
The Montana Endowment Tax Credit offers a unique way to support Missoula Aging Services while reducing your Montana state income tax.
By making a planned gift to the permanent endowment, individuals can receive a credit for 40% of the qualifying charitable portion of their gift (20% for businesses), up to an annual maximum of $15,000 per individual/business or $30,000 for a couple.
Unlike a deduction, which lowers your taxable income, a tax credit directly reduces the Montana Income Tax you owe. For example, if you qualify for a $10,000 credit and owe at least $10,000 in Montana income taxes, the credit could reduce that tax bill by $10,000.*
At the same time, your gift is invested in a cause you care about - providing lasting support for older adults and caregivers in Missoula County.
New to the Montana Endowment Tax Credit? You Don't Have to Figure It Out Alone
The Montana Endowment Tax Credit can sound complicated, but experienced professionals can walk you through it. Missoula Aging Services has qualifying endowment funds at both Montana Community Foundation and Missoula Community Foundation.
Their staff can explain your options, provide illustrations based on different gift amounts, and help you complete the process.
How It Works
Ready to Learn More?
You don’t need to understand all the rules before reaching out. Whether you’re simply curious or ready to explore a gift, we’re happy to help you take the next step.
Emily Landsiedel, CFRE
Director of Development, Missoula Aging Services
elandsiedel@missoulaagingservices.org
(406) 728 - 7682
Montana Community Foundation Contact
Alley Fontenot
alley@mtcf.org
(406) 360 - 8011
Missoula Community Foundation Contact
Marcy Allen
info@missoulacommunityfoundation.org
(406) 926 - 2846
*This information is provided for educational purposes only and is not tax, financial, or legal advice. Eligibility and tax benefits depend on the type and timing of the gift, its qualifying charitable value, and the donor’s individual circumstances and Montana income-tax liability. The credit cannot exceed the taxpayer’s Montana income-tax liability. Please consult your tax, financial, or legal advisor.
