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Estate and Gift Planning
What is Estate and Gift Planning?
Estate and gift planning are finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself...
Montana Endowment Tax Credit
Since 1997, Montana law has provided a special tax credit for certain types of gifts to nonprofit organizations, including the University of Montana Foundation. This credit is offered to individual taxpayers, small businesses, corporations and estates, and augments the federal tax deduction.
FIND OUT MORE
For more information on gift planning, please contact David Gant, Assistant Vice President of Gift Planning.