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Legacy Foundation Endowment

Montana endowment tax credit

Support the Future with an Endowment Gift

The Legacy Foundation partners with the Billings Community Foundation* to manage our endowed giving program, ensuring sustainable support for our initiatives. 

By making an endowment gift to the MTCPA Legacy Foundation by December 31st, you can benefit from a 40% Montana Tax Credit on your individual tax return, along with a net federal tax itemized deduction. 

Depending on your personal tax situation, including your taxable income, tax bracket, filing status, age, and whether you itemize your federal deductions, you could save between 40%-60% of the charitable amount of your donation. Your gift will help us continue to provide valuable programming well into the future.

If you have any questions related to how the program works, please contact Michelle Harkins at 406-839-5552.

*Please note that this is not intended to fund efforts in Billings; the Billings Community Foundation is merely serving as our administrator