A Family-First Philosophy
Take Care of Your Own and Then Make-A-Wish
They say charity starts at home, and that can be especially true during uncertain economic times. If you’re worried that you won’t be able to provide for your family, you might overlook a gift to the organizations and causes that also need your support.
Through gift planning, you can choose a method of giving that protects your family’s needs and offers greater tax savings. Here are a few ways you can support Make-A-Wish.
- A gift in your will. You may find the flexibility of naming Make-A-Wish in your will or living trust appealing because you can change your mind at any time. By leaving a percentage of your estate to Make-A-Wish, gifts to family members and other loved ones remain proportional no matter how your estate fluctuates over the years.
- Retirement plan assets. Because retirement plan assets can be heavily taxed when left to family, it can be tax-savvy to leave these assets to charity through beneficiary designations.
- Life insurance. Life insurance is a simple way to make a big impact. You can leave all or a portion of your life insurance policy to Make-A-Wish.
- Charitable gift annuity. Charitable gift annuities are a strong gift option. Contact us to learn more about this way to give.
How to Give
Looking for other ways to give to Make-A-Wish? Contact Nicole Powers at 800-722-9474, Ext. 3260 or 602-792-3260 or firstname.lastname@example.org to find a gift that best fits your situation. We are happy to help!
The information on this website is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results. Annuities are subject to regulation by the State of California. Payments under such agreements, however, are not protected or otherwise guaranteed by any government agency or the California Life and Health Insurance Guarantee Association. A charitable gift annuity is not regulated by the Oklahoma Insurance Department and is not protected by a guaranty association affiliated with the Oklahoma Insurance Department. Charitable gift annuities are not regulated by and are not under the jurisdiction of the South Dakota Division of Insurance.
Make-A-Wish Foundation of America is an Arizona nonprofit corporation exempt from federal income tax under Section 501(c)(3) of the Internal Revenue Code.
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