Montana Fundraising Licensing

Resources for charities, businesses, professional fundraisers, and individuals conducting charitable solicitation activities
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Below, you'll find licensing requirements for a range of fundraising activities. At a glance, you can see requirements, fees, filing instructions, and links to forms for everything from charitable gaming and cause marketing to professional fundraisers and charitable gift annuities.

Make sure your fundraising activities meet the unique requirements of each jurisdiction where you’re soliciting. Feel free to explore, bookmark, and share!

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Company Licenses

Montana Nonprofit & Fundraising Company Licenses

Montana Bingo, Raffle, Keno, and Poker Licenses

Game Type:

Bingo, raffles, keno, and poker.

Agency:Montana Department of Justice - Gambling Control Division
Age Restrictions:

With the exception of raffles, participants must be at least 18 years old.

Prize Limits:

The maximum bingo and keno prize for a single game is $100.

Fact Checked:1/10/18

Initial Registration

Agency:Montana Department of Justice - Gambling Control Division
Form:

Casino Night Permit Application

Agency Fee:

$25

Notes:

Casino nights may no last more than 12 consecutive hours. Within 30 days after the casino night, charities must submit a report to the division.

Fact Checked:1/10/18

Renewal Not Required

Not required



Casino night permits apply to a single event, so there is no renewal.

More information: Montana Department of Justice - Gambling Control Division

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:

3 years of continuous existence immediately preceeding licensure.

Minimum Unrestricted Cash or Cash Equivalent Requirement:

$100,000

Initial Registration

Form:

Notification of Issuance of Qualified Charitable Gift Annuities

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.

Fact Checked:12/4/17

Registration Renewal

Form:

Notification of Issuance of Qualified Charitable Gift Annuities

Agency Fee:

$0

Due:

Annually by March 1.

Notes:

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

Fact Checked:12/4/17

Montana Charitable Solicitation Registration

Not required



Charitable Solicitation Registration licensure is not required on the State level in Montana.

  • Some Montana counties and municipalities may require charities that solicit in-person to register prior to fundraising.
More information: Montana Attorney General - Charities

Montana Commercial Co-Venturer Registration

Not required



Commercial Co-venturer licensure is not required on the State level in Montana.

Montana does not currently have a traditional registration requirement for commercial co-venturers, but they may need to follow other regulations before and after fundraising events.

Montana Fundraising Counsel Registration

Not required



Fundraising Counsel licensure is not required on the State level in Montana.

Montana does not currently have a traditional registration requirement for fundraising counsels, but they may need to follow other regulations before and after fundraising events.

Montana Professional Fundraiser Registration

Not required



Professional Fundraiser licensure is not required on the State level in Montana.

Montana does not currently have a traditional registration requirement for professional fundraisers, but they may need to follow other regulations before and after fundraising events.

Individual Licenses

Montana Individual Nonprofit & Fundraising Licenses

Montana Individual Professional Fundraiser Registration

Not required



Professional Solicitor licensure is not required on the State level in Montana.

Solicitors who are not employed by a professional fundraising firm but operate independently may be required to register. Employees of professional fundraising firms are generally not required to register as an individual solicitor in Montana.

Learn about fundraising in other states:

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