Montana Fundraising Registration Requirements

Montana State Fundraising Registration

Resources for charities, businesses, professional fundraisers, and individuals conducting fundraising activities


 

Montana Nonprofit & Fundraising Company Licenses

Labyrinth provides the state fundraising regulations below as a guide to help you apply for and maintain your ability to fundraise. Need help? We can manage your state registrations for you. Contact us today to learn more.


Montana defines requirements for:

•  Charitable Organization Registration

•  Commercial Co-Venturer Registration

•  Professional Fundraiser Registration

•  Individual Nonprofit & Fundraising Licenses

•  Charitable Gift Annuity Registration


Need a different state? Visit our 50-state Compliance Guide



Montana Charitable Organization 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.


 
Labyrinth has taken the stress out of ensuring our organization is current with all state requirements. Their knowledgeable staff are always available to answer questions and provide guidance giving me peace of mind. I can’t say enough about the value they bring to our organization.

Beth Lyons, Director of Development, Homes for Our Troops


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 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.

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.


 
I’ve had great experiences with Labyrinth across two organizations, I definitely recommend their services!

Killjan Anderson – USA BASKETBALL


Montana Fundraising Counsel 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 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.




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.


 
Thank you, you truly are amazing! And frankly we would be lost in all of this if it wasn’t for you.

Lisa Strand, Operations Coordinator, Life is Good Playmakers



Learn about fundraising in other jurisdictions: