Planned Giving

Shape the future of Warriors and Quiet Waters Foundation while enriching the life of your family for years to come. For questions about planned gifts, please contact Gayle Whittenberg, director of development, by calling (406) 585-9793.

To ensure you are getting the maximum tax benefits for your charitable donation, we recommend you speak to your personal, financial or legal representatives before making a gift to Warriors and Quiet Waters Foundation.

By making a planned gift to Warriors and Quiet Waters Foundation you become a member of the Col Eric and Jean Hastings Legacy Circle.

The Col Eric and Jean Hastings Legacy Circle recognizes those individuals who have included Warriors and Quiet Waters Foundation in their planned gifts to our organization. Become a member of the Legacy Circle by naming Warriors and Quiet Waters Foundation in your will or with a planned gift. We encourage you to seek the advice of personal, legal and financial advisors when making estate plans.

Bequests

Honor or memorialize a loved one through a bequest in your will. Support a Warriors and Quiet Waters Foundation program or project of your choice.

Charitable and Deferred Gift Annuities

This is a simple contract between you, the donor, and Warriors and Quiet Waters Foundation – paying you a fixed dollar amount during specified intervals during your lifetime. If you use appreciated property to fund the gift annuity, you will escape the capital gains tax on the gift portion of the transaction. Additionally you will receive a partial federal tax credit.

IRA Charitable Rollover

The charitable IRA rollover, or qualified charitable distribution (QCD), is a special provision allowing certain donors to exclude from taxable income — and count toward their required minimum distribution — certain transfers of Individual Retirement Account (IRA) assets that are made directly to public charities, including Warriors and Quiet Waters Foundation.

Life Insurance

Rather than cancel policies no longer needed, an option is to name Warriors and Quiet Waters as a beneficiary, or simply donate the polices outright.

Montana Tax Endowment Credit

The Montana Tax Endowment Credit was established in 1997 to encourage individuals, businesses and organizations to make lasting investments in their communities. This opportunity offers you a credit of 40% of a qualifying planned gift’s federal charitable deduction, up to a maximum of $10,000 per year, per individual. For qualified businesses a 20% tax credit may be eligible for federal charitable deduction, up to $10,000 per year. Montana is one of four stats to offer this credit and it is set to expire in 2019.

Warriors and Quiet Waters Foundation has two endowments:

  • The Maintenance and Management Endowment supports the ongoing stewardship and care of Quiet Waters Ranch in perpetuity
  • The Annual Operating Program Endowment directly supports therapeutic programs in service to post-9/11 combat veterans