Innovative Education Tax Credit
2027 Innovative Educational Program Tax Credit
Keep Your Tax Dollars in Belgrade
Give to Belgrade schools and get a dollar-for-dollar credit on your Montana income tax. Your gift supports Career and Technical Education, STEM, and other innovative programs for our students.
Fill Out The Donation Form
Download the .pdf Document
Important Dates
Donations due by January 19, 2027 at 4:00 pm. The state portal opens January 20, 2027. Credits are first come, first served.
Same Money, Different Destination
Without a donation, $1,000 of your tax goes to the State of Montana. With a $1,000 donation, that $1,000 is invested in Belgrade students instead. Your actual benefit depends on your own taxes, so please check with your accountant.
Credits Go Fast
All $7.2 million in statewide credits for 2026 was claimed in about 7 minutes after the portal opened. The 2027 limit is expected to be about $8.6 million.
Six Simple Steps
- Talk with your accountant. See if the credit fits your taxes and how much you would like to give.
- Complete the donation form linked above.
- Write your check payable to Belgrade School District, dated January 1 to 19, 2027.
- Mail it to Belgrade School District, c/o Carrie Fisher, Finance Director, PO Box 166, Belgrade, MT 59714, or drop it off at the District Office, 312 N. Weaver, Belgrade. It must reach us by January 19 at 4:00 pm.
- Watch your inbox after January 20. If approved, your receipt and confirmation number come from dor.ed2@mt.gov.
- Claim your credit. Give the receipt to your tax preparer when you file your 2027 Montana return.
What Your Donation Supports
A key focus for these donations is Career and Technical Education and STEM, along with other innovative programs that enrich learning for all students. By law, these funds can only be used for innovative educational programs.
Before You Give, Here’s What to Know
- Credits go fast. All $7.2 million for 2026 was claimed in about 7 minutes. The 2027 limit is expected to be about $8.6 million.
- Individuals and businesses can give up to $200,000 ($400,000 married filing jointly).
- No refund, but unused credit carries forward up to 3 years.
- We hold checks until the state approves them. If the limit is reached, we’ll return yours uncashed.
- Gifts support innovative programs, with a focus on CTE and STEM.
Questions?
Carrie Fisher, Finance Director
cfisher@bsd44.org
406.924.2031
