Montana Charitable Gift Annuity Registration

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Filling out a form on donation property

Charities are required to meet prerequisites and follow regulations before using charitable annuities for fundraising. This guide contains information about charitable gift annuities in Montana.

Montana Charitable Gift Annuity Registration

Agency:Office of the Montana State Auditor - Commissioner of Securities and Insurance
Law:

MT Code § 33-20-701 through MT Code § 33-20-705

Organization Age Requirement: ACCESS PREMIUM DATA
Minimum Unrestricted Cash or Cash Equivalent Requirement: ACCESS PREMIUM DATA

Initial Registration

Form: ACCESS PREMIUM DATA
Agency fee:

$0

Notes:

Montana charities must provide notice before entering into a charitable gift annuity agreement. Notices must identify the organization, certify that the organization is a charity and that the annuities issued are qualified charitable gift annuities, and be signed by an officer or director. Charities must also maintain a separate annuity fund that covers at least half of the value of the initial amount transferred for outstanding annuities.

Registration Renewal

Form: ACCESS PREMIUM DATA
Agency fee:

$0

Due: ACCESS PREMIUM DATA
Notes:

Financial statements are not required for renewal, although they may be requested at a later date.

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