The Montana Endowment Tax Credit (METC) provides a tax credit to individuals who pay income tax in Montana who give a qualifying planned gift to a qualified Montana charitable endowment like the Sweet Grass Community Foundation’s permanent endowment fund.
Individuals who make a planned gift to a qualified Montana endowment fund will receive a tax credit of 40% of their gift value, with a maximum tax credit of $15,000 annually ($30,000 for joint filers).
Businesses and corporations that make a direct gift to a qualified Montana endowment fund will receive a tax credit of 20% of their gift, with a maximum credit of $15,000 annually.
Please discuss your giving options with your tax and/or financial advisor.