Shape the future of Warriors and Quiet Waters Foundation while enriching the life of your family for years to come.
There are many benefits to planned giving beyond options to pay a stream of income for life, increase the yield you may currently be receiving from other investments, or to eliminate the capital gains taxes.
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 planned gift. Through a planned gift to you become a member of the Col Eric and Jean Hastings Legacy Circle.
For questions about planned gifts, please contact Gayle Whittenberg, director of development, by calling (406) 585-9793.
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
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.
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.
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.
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.
The Col Eric and Jean Hastings Legacy Circle
Become a member of the Legacy Circle by naming WQW in your will or with a planned gift. An extra special thanks to those who have made a legacy donation to WQW:
- Jack and Elaine Atkins
- Richard and Diane Black
- Jim and Jo Borowski
- Ed and Barbara Brandt
- Arthur B. Coffin
- Howard and Sharon Davis
- Wayne Edsall
- Thomas Fulton
- Barbara Hanno
- Col Eric and Jean Hastings
- Roy and Carolyn Horton
- William Kuiper and Dr. Karen Frieberg
- John and Sheila Lake
- Geoffrey and Christine Murphy
- Brad and Pauline Nussbaum
- Jack O’Neel
- E. Lynn and Stanley S. Rinehart
- Steve Sparks
- Clyde Stenslie
- Dr. Thomas and Barbara Thomsen
- Philip J. Uihlein, Sr.