“Essential to the relationships among nature, the wild, and growing food, is passing to others the wisdom of understanding the connections. Over the years, Quivira Coalition has grown to fulfill this need. This is a legacy to care about.”
— CC Culver, owner/operator, Owl Peak Farm
Leaving your Legacy
Giving to Quivira
A planned gift doesn’t need to come from a large estate — you decide how you give. Here are some options.
Make a bequest
Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can preserve your lifetime of dedication to healthy lands and vibrant communities. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified. Below is suggested language to use when drafting your bequest, but please consult your tax advisor, attorney, or other professional advisor for bequest language tailored to your situation and objectives.
I bequeath [dollar amount or % of the remainder of your estate or trust] to Quivira Coalition, a non-profit corporation located at 1413 Second Street, Suite 1, Santa Fe, New Mexico 87505. Tax ID# 31-1551770.
Charitable retirement distribution
As of 2020, annual minimum withdrawals from traditional individual retirement accounts (SEP simple IRAs) and some other retirement plans are required of most individuals 72 years old and older. These disbursements may significantly increase your income taxes. As a way to avoid this, use your distribution to make a tax-free gift directly from your IRA to Quivira. If you are interested in making a charitable distribution from your retirement account to Quivira, please contact our fundraising team at development@quiviracoalition.org.
Designate Quivira as a beneficiary of your retirement plan
Name Quivira as a partial or sole beneficiary of your IRA, 401(k), or other qualified retirement plan, using the beneficiary designation form provided by your financial institution. The designated percentage of the balance left in your account after your passing will transfer to Quivira tax-free. Ask your tax advisor about this useful tax opportunity.
Give through life insurance
Make a meaningful gift to Quivira by naming us as the beneficiary of some or all of your life insurance policy benefit.
Bequeath a gift of personal property
Donate significant art, antiques, automobiles, and other personal property now or through your estate plan.
Donate or bequeath appreciated securities
Gifts of appreciated assets — such as stocks, bonds, or mutual funds — support Quivira’s work, and they’re tax-savvy, too. Transferring them directly to Quivira allows you to defer or avoid capital gains taxes and may entitle you to a charitable deduction for all or a portion of the total fair market value of the securities donated.
Give through a charitable lead trust
A charitable lead trust allows you to designate Quivira as the beneficiary of securities or other assets for a period of years, and then pass your assets to your heirs or other designated beneficiaries. Your tax advisor can help you select one of several kinds of lead trusts.
Make a gift of real estate
Subject to our gift acceptance policy, make a charitable gift of your second home, commercial property, agricultural land, or other real estate as a way to possibly reduce taxes. A property may be donated as an outright gift or designated as a future gift in your will or estate plan.
Give a retained life estate
A gift of your real estate to Quivira while you continue to live in or use the property may result in a significant income tax deduction. Proceeds of the sale of the property after your tenancy ends will make an important contribution to Quivira’s work.
Quivira Coalition is a 501(c)3 nonprofit organization. We cannot provide legal or tax advice. When considering a legacy gift, please consult your attorney or financial advisor. All gifts to Quivira are subject to our gift acceptance policy.