Wills & Trusts Giving
Leave a Legacy for the Waterways and Wildlife You Love
A planned gift to WAVE Foundation is a way to protect the natural world for generations to come. Whether you’re just starting to think about your estate or are updating an existing plan, including WAVE Foundation can help ensure that environmental education, conservation, and volunteerism continue in your community long after today.
Join The Kathy Dye Legacy Society
Donors who include WAVE Foundation in their estate plans are celebrated as members of The Kathy Dye Legacy Society. Members receive [benefits, such as recognition, invitations to special events, and updates on the impact of their support], and may choose to remain anonymous.
Ways to Give
Gift in your will (bequest)
Name WAVE Foundation in your will or add a simple codicil to an existing one. You can leave a specific dollar amount, a percentage of your estate, or whatever remains after you’ve provided for loved ones. Your assets stay in your hands during your lifetime.
Gift through a trust
Name WAVE Foundation as a beneficiary of your revocable living trust, or explore a charitable remainder or charitable lead trust that can provide income to you or your family while supporting our mission.
Other Ways to Give
Beneficiary designation
Name WAVE Foundation as a beneficiary of your retirement account, life insurance policy, or bank or brokerage account by completing a form with your plan administrator. No change to your will is needed, and you can update it anytime.
Gift of retirement assets
Retirement accounts can carry income tax when passed to individual heirs, but not when they pass to a charity. Many donors leave retirement assets to WAVE Foundation and other assets to family.
Gift of stock, real estate or other assets
Gifts of appreciated securities, property or other assets may offer additional tax advantages. We’re happy to work with you and your advisors to find what works best for your plan.
Why It Matters
Your legacy gift will support WAVE Foundation’s work in environmental education, conservation, and volunteerism. Together with our partners at Newport Aquarium, we inspire people of all ages to take action for the planet.
Getting Started
- Talk with your attorney or financial advisor about how a charitable gift fits your goals and your family’s needs.
- Use our information.
- Legal Name: WAVE Foundation, Inc.
- Federal Tax ID (EIN): 61-1325992
- Address: 1 Aquarium Way, Newport, KY 41071
- Tell us about your plans. You’re never required to, but letting us know allows us to thank you, honor your wishes, and welcome you into our legacy community.
Sample bequest language (to share with your attorney):
“I give and bequeath to WAVE Foundation, Inc., 1 Aquarium Way, Newport, KY 41071, Federal Tax ID 61-1325992, [the sum of $__/__% of my estate/the residue of my estate] for its general purposes.”
Questions? We’d be glad to talk with you or your advisor, with no obligation. Contact Tricia Watts or 859-815-1404.
WAVE Foundation is a 501(c)(3) nonprofit organization. This information is for general purposes only and is not legal, tax, or financial advice. Please consult your attorney or financial advisor about your individual situation.