Montana Fundraising Licensing
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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- Montana Nonprofit & Fundraising Company Licenses
- Montana Individual Nonprofit & Fundraising Licenses
Company Licenses
Montana Nonprofit & Fundraising Company Licenses
Montana Bingo, Raffle, Keno, and Poker Licenses
Montana Charitable Gift Annuity Registration
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. |
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. |
Montana Charitable Solicitation Registration
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.
