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Create a lasting legacy
with your gift

Let us help you tailor your charitable gift to your financial,
tax or estate planning objectives.

Planned Giving

Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
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Montana Endowment Tax Credit

MONTANA ENDOWMENT TAX CREDIT

In 1997 the Montana Endowment Tax Credit ("METC") was created to encourage gifts to endowments supporting Montana charities.

This credit is available to individuals who pay income tax in Montana who make a qualified planned gift to a permanent endowment to benefit a tax-exempt charitable 501(c)(3) nonprofit organization. Businesses qualify by making a cash gift to a qualified endowment to benefit a tax-exempt charitable 501(c)(3) nonprofit organization.

All of the Bozeman Health Foundation's endowed funds qualify for the Montana Endowment Tax Credit.

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Resources for Professional Advisors

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.

Create a lasting legacy with your gift

Montana Endowment Tax Credit

MONTANA ENDOWMENT TAX CREDIT

Create a lasting legacy
with your gift