Montana Tax Credit for Lower Income Students

Tax Credit for Lower Income Students

Required Information for Tax Credit Submission
If you have questions or need more information, please contact Lisa Russell, President of ACE Montana, at lrussell@acescholarships.org or (406) 628-8366.

Disclaimer:

ACE Scholarships Montana SSO, LLC is an approved Student Scholarship Organization (SSO) participating in the Tax Credits for Contributions to Student Scholarship Organizations Program. The program provides a 100% tax credit to taxpayers or corporations filing Montana income tax returns (e.g. individuals, corporations, nonprofits and other exempt organizations) that donate to certified SSOs. Eligible taxpayers can qualify for a tax credit up to $200,000 in the same calendar year their donation is made, until the cap has been met. Unused credits can be carried forward into future tax years. ACE Scholarships Montana SSO is not responsible for verifying donor eligibility. To receive a credit, interested parties should verify eligibility with a certified tax accountant or the Montana Department of Revenue.

Once completed, please click SUBMIT to send form to ACE Scholarships Montana SSO
Legal Name of Individual or Corporation*
SSN or FEIN:
SSN/FEIN is required. If you would prefer to give it via phone, call Tina Burke, Director of Development Operations, at (303) 407-0611.
Legal Name of Spouse (if filing jointly)
Spouse SSN (if filing jointly)
Social Security Number or FEIN are required under the laws governing the Montana Tax Credits for Student Scholarship Organizations program. This information is required at time of donation and will be redacted from any reports required under the law
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Phone*
Format: (000) 000-0000.
Email*
example@example.com
IndividualCorporationNonprofit or other exempt organization
Donation Amount*
Special Instructions
Signature*

Clear
Date

MonthDayYear
Date
Spouse Signature (if applicable)

Clear
Date

MonthDayYear
Date
THANK YOU FOR YOUR COMMITMENT!

Send checks payable to: ACE Scholarships Montana SSO, LLC

5251 DTC Parkway, Ste 300

Greenwood Village, CO 80111

or pay via credit card or direct debit at:

https://www.acescholarships.org/donate-mttaxcredit/

ACE Scholarships Montana SSO, LLC. Federal Tax ID# 86-3134875, is wholly owned by Alliance for Choice in Education, a 501(c)3 nonprofit organization, Federal Tax ID# 84-1531066, which treats ACE Scholarships Montana SSO LLC as a disregarded entity. All donations are tax deductible.
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