WAYS TO GIVE

is a unique and exciting tax incentive that offers individual donors, filing taxes in Montana, a credit of 40% of a qualifying planned gift’s federal charitable deduction, up to a maximum of $10,000 per individual, per year. The Foundation for Montana History’s Permanent Grant Program Endowment and Permanent Operations Endowment qualify for the Montana Charitable Endowment Tax Credit.

The Montana Charitable Tax Credit also allows a qualified business to receive a tax credit of 20% of a gift’s federal charitable deduction for a direct gift to our endowment, up to a maximum of $10,000 per year.


Don’t file taxes in Montana? You can still make a planned gift to an endowment and receive a significant federal income tax deduction.

Contact our Donor Advisor today.

A gift of livestock or grain is a great alternative for ranchers and farmers.

Please make checks payable to The Foundation for Montana History. We accept cash at our office and events.

You can list The Foundation for Montana History as your beneficiary and know your gift will leave a lasting impact on preserving Montana history.

The Foundation boasts a wealth of expertise in facilitating smooth transfers. By choosing to donate your mineral or royalty interests (such as oil, gas, or other resources) as a legacy gift, you can leave a lasting impact that benefits both present and future generations.

A gift of real property (such as historic land, farmland or ranch, or commercial property) makes a big impact. There may be additional tax benefits available to you.

A gift from your retirement account including a 401k, 403b, pension, IRA or other tax deferred plan is a great way to help support our mission. There may be tax benefits too.

A gift of securities is a convenient way to donate. There may be capital gains tax benefits as well.