Montana Qualified Endowment Credit

Montana Qualified Endowment Credit

Individuals.

You are entitled to a credit against your tax liability equal to 40% of the present value of the charitable gift portion of a planned gift. Only the contributions you make in the form of a planned gift qualify for the credit. The maximum credit you may claim against your individual income tax liability for all contributions you make or are passed through to you from a pass-through entity is $10,000, whether you are single or married.

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