Beneficiary designations are also an easy way to complete a gift for quail conservation. These designations are common for IRAs and retirement plans, life insurance policies, commercial annuities, certificates of deposits and brokerage accounts.
Unlike wills and living trusts, these assets use separate beneficiary forms to determine who receives them. These designations can be split across beneficiaries and modified at any time to meet your changing needs.
Here’s how to name Rolling Plains Quail Research Foundation as a beneficiary:
- Contact your retirement plan administrator, insurance company, bank or financial institution for a change-of-beneficiary form.
- Decide what percentage (1 to 100) you would like us to receive and name us, along with the percentage you chose, on the beneficiary form.
- Return the completed form to your plan administrator, insurance company, bank or financial institution.
By naming the Rolling Plains Quail Research Foundation in your will or living trust, or as a beneficiary or recipient of a special bequest, you will make a lasting impact on quail research and conservation.
For more information on planned gifts and how you can contribute to the Rolling Plains Quail Research Foundation, contact:
Phil Lamb
Director of Development
(214) 498-1234
plamb@quailresearch.org
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor.