# Montana SB 134: Generally revise laws relating to gifts and endowments Montana SB 134, Generally revise laws relating to gifts and endowments, is a 69th Legislature, Regular Session (2025) Senate bill sponsored by Greg Hertz (Republican); status signed, last action 2025-04-18 (Chapter Number Assigned) (as of 2026-10-19). - Canonical: https://policyrisk.com/state-bill/MT-SB134-2025 - As of: 2026-10-19 - Plain-text twin of the page above; the HTML and this file carry the same facts. ## Facts - Bill: Montana SB 134 - State: Montana - Session: 69th Legislature, Regular Session (2025) - Title: Generally revise laws relating to gifts and endowments - Status: signed - Chamber: Senate - Introduced: 2025-01-13 - Last action: 2025-04-18, Chapter Number Assigned - Sponsor: Greg Hertz (Republican) - Cosponsors: 1 - Subjects: Contracts, Estates - Touches household money: no - Roll calls: 5 (286 yes, 62 no in all) - Economic provisions PRIA read: 3 ## Summary No summary available. ## Bill overview: provisions PRIA read - Clear rules on donors and funds: benefit, low. The law defines who counts as a donor and a charitable organization (must have 501(c)(3) status). It defines an endowment agreement as a written deal with a charity or charitable trust and protects only written donor‑imposed restrictions. An endowment fund is money the charity cannot spend all at o… - Charities must give 90-day notice: benefit, low. If a charity cannot meet a term in an endowment agreement, it must notify you or your legal representative 90 days in advance. It must also offer an alternative that closely matches the original term. A charity can ask a court to declare what the agreement requires. The attorney general’s powers, c… - Stronger enforcement of donor limits: mixed, medium. The law bans charities from breaking written donor restrictions on endowment gifts. If a restriction is violated, you or your legal representative can send written notice, wait 90 days, and file a complaint within 3 years after you discover it, in state court where the charity’s principal office is… ## Sponsors and cosponsors - Sponsor: Greg Hertz (Republican), Senate - Cosponsor: Greg Overstreet (Republican), House ## Roll call votes | Date | Chamber | Motion | Result | Yes | No | Other | | --- | --- | --- | --- | --- | --- | --- | | 2025-03-28 | House | Do Concur | pass | 81 | 18 | | | 2025-03-27 | House | Do Concur | pass | 79 | 21 | | | 2025-02-14 | Senate | Do Pass | pass | 33 | 17 | | | 2025-02-12 | Senate | AMD-SB0134.002.001 Hertz D/PASS | pass | 48 | 1 | | | 2025-02-12 | Senate | Do Pass As Amended | pass | 45 | 5 | | ## Actions (23) - 2025-04-18: Chapter Number Assigned (Senate) - 2025-04-17: Signed by Governor (Senate) - 2025-04-08: Transmitted to Governor (Senate) - 2025-04-08: Signed by Speaker (House) - 2025-04-02: Signed by President (Senate) - 2025-03-30: Returned from Enrolling (Senate) - 2025-03-28: Sent to Enrolling (Senate) - 2025-03-28: 3rd Reading (House) - 2025-03-27: 2nd Reading (House) - 2025-03-25: Committee Report (House) - 2025-03-24: Committee Executive Action (House) - 2025-02-17: 1st Reading (House) - 2025-02-17: Referred to Committee (House) - 2025-02-14: Transmitted to House (Senate) - 2025-02-14: 3rd Reading (Senate) - 2025-02-12: 2nd Reading (Senate) - 2025-02-12: 2nd Reading Motion to Amend (Senate) - 2025-02-10: Committee Report (Senate) - 2025-02-06: Committee Executive Action (Senate) - 2025-01-25: Hearing (Senate) - 2025-01-15: Referred to Committee (Senate) - 2025-01-14: 1st Reading (Senate) - 2025-01-13: Introduced (Senate) ## Bill text - Enrolled, 2025-04-15: [PDF](https://docs.legmt.gov/download-ticket?ticketId=1db9b7c8-2a9a-446b-b3ae-01aee75c71fd) - As Amended (Version 4), 2025-03-28: [PDF](https://docs.legmt.gov/download-ticket?ticketId=1c40879f-c34e-4854-9b02-7ada870552c2) - As Amended (Version 3), 2025-02-13: [PDF](https://docs.legmt.gov/download-ticket?ticketId=c2ca4467-f221-4dd7-90e6-d6c10c0bc53e) - As Amended (Version 2), 2025-02-10: [PDF](https://docs.legmt.gov/download-ticket?ticketId=fc2eda94-d637-4962-b27c-ad0f4fa7f9e8) - Introduced, 2025-01-13: [PDF](https://docs.legmt.gov/download-ticket?ticketId=845a0009-94ee-47b6-bda0-10e641602f7f) ## Related bills - SB 437: Revise definition of sex in Montana law (signed) - HB 831: Increase elderly homeowner and renter income tax credit (vetoed) - HB 628: Revise early literacy targeted intervention laws (vetoed) - SB 410: Provide for Montana genomic security act (vetoed) - SB 424: Revising the disabled veteran property tax assistance program (vetoed) - SB 422: Generally revise laws relating to insurance coverage relating to cancer (vetoed) ## Sources - [Enrolled (PDF)](https://docs.legmt.gov/download-ticket?ticketId=1db9b7c8-2a9a-446b-b3ae-01aee75c71fd) - [As Amended (Version 4) (PDF)](https://docs.legmt.gov/download-ticket?ticketId=1c40879f-c34e-4854-9b02-7ada870552c2) - [As Amended (Version 3) (PDF)](https://docs.legmt.gov/download-ticket?ticketId=c2ca4467-f221-4dd7-90e6-d6c10c0bc53e) - [As Amended (Version 2) (PDF)](https://docs.legmt.gov/download-ticket?ticketId=fc2eda94-d637-4962-b27c-ad0f4fa7f9e8) - [Introduced (PDF)](https://docs.legmt.gov/download-ticket?ticketId=845a0009-94ee-47b6-bda0-10e641602f7f) ## Related - [SB 437: Revise definition of sex in Montana law](https://policyrisk.com/state-bill/MT-SB437-2025) - [HB 831: Increase elderly homeowner and renter income tax credit](https://policyrisk.com/state-bill/MT-HB831-2025) - [HB 628: Revise early literacy targeted intervention laws](https://policyrisk.com/state-bill/MT-HB628-2025) - [SB 410: Provide for Montana genomic security act](https://policyrisk.com/state-bill/MT-SB410-2025) - [SB 424: Revising the disabled veteran property tax assistance program](https://policyrisk.com/state-bill/MT-SB424-2025) - [SB 422: Generally revise laws relating to insurance coverage relating to cancer](https://policyrisk.com/state-bill/MT-SB422-2025) - [Montana bills](https://policyrisk.com/states/montana/bills) - [Montana state hub](https://policyrisk.com/states/montana) - [All state legislation](https://policyrisk.com/state-bills) Source: PRIA, https://policyrisk.com/state-bill/MT-SB134-2025 (as of 2026-10-19).