Planned Giving and the Future of the Quogue Wildlife Refuge
Your legacy gift provides a lasting way to sustain and support the mission and future of the Refuge for generations to come. A planned gift may be made by a bequest in your will or trust, a beneficiary designation of a retirement plan, gifts of stock, or any number of other types of charitable donations.
We are happy to talk with you about any of your philanthropic goals. Please contact Marisa Nelson, Assistant Director, by email at Marisa@quoguewildliferefuge.org or by phone at 631-653-4771.
Planned Giving Options
Gifts are most commonly made in the form of funds, but contributions can also be made in the form of appreciated securities. This method avoids capital gains tax and is eligible for a tax contribution at appreciated value. The value of your deduction varies with your tax bracket, the higher the tax rate, the greater the savings.
Gifts of Stock
When you give appreciated securities to the Refuge you avoid capital gains tax that would result if you were to sell the same stock. With a donation of stock you receive a charitable tax deduction equal to the value of the securities on the date of the stock transfer.
Gifts by will, living trust, or bequests, allow you as a contributor to retain full control of your estate during your lifetime. Such gifts are free from Federal estate tax and can offer substantial tax savings, There can be specific bequests, residuary bequests and contingent bequests, along with testamentary trusts.
Split interest trusts will give you the option of making a gift of either the income stream or remainder portion of a trust, while reserving an interest for yourself or family members. There are trusts which may run for a stated period of years or the lifetime of a beneficiary with the principal passing to the Refuge, or a trust which generates an income stream for a stated term, with the principal and any future income reverting to the donor.
Retained Life Estate
A gift of real estate may be made without forfeiting the use of your property during your lifetime. You can obtain a charitable tax deduction based on your age and the value of the property. Insurance and property taxes remain the responsibility of the donor.
Gifts from your Retirement
Name the Quogue Wildlife Refuge as a beneficiary of your IRA, 401(k) or other qualified plan. Designate the Refuge to receive all or a portion of the balance of your plan through your plan administrator. The balance in your plan reverts to the Refuge after your lifetime. Your gift to the Refuge is not taxed for income nor for the estate because the QWR is a tax-exempt organization. If circumstances change, the QWR can be removed as a beneficiary.
Bequests: Using the Right Language
I give _______(dollar amount/% of estate) to the Southampton Township Wildfowl Association Inc., a not-for-profit organization, located at 3 Old Country Rd, Quogue NY 11959. Tax ID # 23-7108469. This gift should be used for (annual operating fees, improvement of facilities, education etc.,),
Download our Brochure
Click here to download our Planned Giving brochure.
About the Quogue Wildlife Refuge
The Refuge was founded and incorporated in 1934 as the Southampton Township Wildfowl Association, Inc. d/b/a The Quogue Wildlife Refuge, 1 501(c)3 not-for-profit organization.
Our obligation is to serve as a responsible land steward of the Refuge property and its natural resources, as well as promoting, implementing, and supporting environmental education and wildlife management.