Endowed Gifts

Invest in Montana's Future

At MCF, we are all about Montana's future. Through the power of permanently endowed funds, donors achieve thier philanthropic goals and nonprofit organizations receive stable incomes to support their mission in perpetuity. When you make a donation to an endowment, you give a gift with both immediate and long-term benefits.

An endowment is a fund held in perpetuity for charitable benefit. As the fund grows, returns are used to support the designated beneficiary organization, field of interest, etc. An endowment can be funded by a varietify of assets such as cash, property or securities. Contact us to learn more.

An Example of How It Works

An old barn.Longtime supporters Susan and Charlie have two goals: First, they want to make sure the charities they love continue to receive support after they're gone. Second, they want to memorialize Charlie's parents, Mr. and Mrs. Jones.

Susan and Charlie make a $25,000 donation to MCF, which we invest, and each year, a portion of the income from the invested money will be used to support charity in honor of the Joneses. Plus, Susan and Charlie qualify for a federal income tax charitable deduction on their taxes. They also receive a Montana Endowment Tax Credit equal to 40% of their charitable deduction up to $10,000!

Personal Estate Planning Kit

Our Top Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy.

Download My Kit

Next Steps

  1. Contact Jessica Stewart-Kuntz at (406) 443-4950 or jessica@mtcf.org to discuss endowed gifts.
  2. Seek the advice of your financial or legal advisor.
  3. If you include MCF in your plans, please use our legal name and federal tax ID.

Legal name: Montana Community Foundation
Address: 33 S. Last Chance Gulch, Ste. 2A Helena, MT 59601
Federal tax ID number: 81-0450150

Start Paying It Forward

View and download your FREE copy of Endowments: A Never-Ending Legacy.

View My Guide
Personal Estate Planning Kit

Our Top Resource

This comprehensive estate planning kit helps you protect your family and establish your legacy.

Download My Kit