Legacy of Wishes
A Legacy of Hope, Strength and Joy
Wishes create memories that last a lifetime for wish kids and their families. By making a planned gift to Make-A-Wish®, you can help grant wishes even beyond your lifetime.
Typical bequest language is:
"I give the sum of $_____(or % of estate) to Make-A-Wish of [America or Chapter Name], [Address], to be used or disposed of as its Board of Directors deems appropriate in its sole discretion."
It is projected that each year more than 25,000 children will be diagnosed with a life-threatening medical condition. Our goal is to enrich the lives of these children by making their fondest wishes come true. We need your help to guarantee that the necessary resources will be available well into the future. Your commitment to honor Make-A-Wish as a beneficiary in your estate planning helps to assure that no child's wish will go unfulfilled.
What Types of Gifts Qualify?
Make-A-Wish recognizes individual deferred or planned gifts. Examples of such gifts would include a bequest, charitable trust, charitable gift annuity, gifts of retirement plans, life insurance, or an endowment. Other gift types may also qualify.
Please feel free to contact us should you have any questions. You may call Nicole Powers at 800-722-9474, Ext. 3260 or 602-792-3260 or e-mail her at email@example.com.
Benefits of Membership
As a member of the Legacy of WishesSM society, we will recognize your commitment to the future of Make-A-Wish by:
- Acknowledging your gift on the Virtual Donor Wall on wish.org.
- Recognizing your gift in the Make-A-Wish America Annual Report.
- Providing a subscription to the following Make-A-Wish publications:
- A quarterly e-newsletter highlighting recent wishes and timely topics of interest.
- A semi-annual newsletter, entitled Legacy of Wishes, which provides useful information about planned giving programs, ideas and benefits.
- The Wishmaker magazine, which offers an insider's view of everything Make-A-Wish supporters help us accomplish.
- An annual mailing of our Make-A-Wish calendar featuring pictures and stories of courageous wish kids overcoming all odds.
- Offering invitations for involvement with your local chapter and Make-A-Wish America, such as recognition events, volunteer opportunities and other fun ways to be a part of our mission.
- Presenting you with an exclusive Legacy of Wishes certificate, personally signed by our president and CEO, and available only to our members.
- Most importantly, you'll have the pleasure of knowing that you are leaving a legacy of hope, strength and joy because your generosity will truly impact the life of a child.
Legacy of Wishes Enrollment Form
Membership in the Legacy of Wishes Society is accomplished by simply notifying us that you have named the Make-A-Wish Foundation as a beneficiary of your estate. Your information will be confidential and you have the option to keep your membership anonymous. Simply click here to access the membership form or contact Nicole Powers at 602-792-3249. By joining the Legacy of Wishes society, we are able to recognize your generosity today. Your commitment to the future of Make-A-Wish will provide a lifetime of joy to our wish kids. Thank you for helping us share the power of a wish® with you.
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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A charitable bequest is one or two sentences in your will or living trust that leave to Make-A-Wish a specific item, an amount of money, a gift contingent upon certain events or a percentage of your estate.
an individual or organization designated to receive benefits or funds under a will or other contract, such as an insurance policy, trust or retirement plan
"I, [name], of [city, state, ZIP], give, devise and bequeath to Make-A-Wish [written amount or percentage of the estate or description of property] for its unrestricted use and purpose."
able to be changed or cancelled
A revocable living trust is set up during your lifetime and can be revoked at any time before death. They allow assets held in the trust to pass directly to beneficiaries without probate court proceedings and can also reduce federal estate taxes.
cannot be changed or cancelled
tax on gifts generally paid by the person making the gift rather than the recipient
the original value of an asset, such as stock, before its appreciation or depreciation
the growth in value of an asset like stock or real estate since the original purchase
the price a willing buyer and willing seller can agree on
The person receiving the gift annuity payments.
the part of an estate left after debts, taxes and specific bequests have been paid
a written and properly witnessed legal change to a will
the person named in a will to manage the estate, collect the property, pay any debt, and distribute property according to the will
A donor advised fund is an account that you set up but which is managed by a nonprofit organization. You contribute to the account, which grows tax-free. You can recommend how much (and how often) you want to distribute money from that fund to Make-A-Wish or other charities. You cannot direct the gifts.
An endowed gift can create a new endowment or add to an existing endowment. The principal of the endowment is invested and a portion of the principal’s earnings are used each year to support our mission.
Tax on the growth in value of an asset—such as real estate or stock—since its original purchase.
Securities, real estate, or any other property having a fair market value greater than its original purchase price.
Real estate can be a personal residence, vacation home, timeshare property, farm, commercial property or undeveloped land.
A charitable remainder trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create.
You give assets to a trust that pays our organization set payments for a number of years, which you choose. The longer the length of time, the better the gift tax savings to you. When the term is up, the remaining trust assets go to you, your family or other beneficiaries you select. This is an excellent way to transfer property to family members at a minimal cost.
You fund this type of trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. You can also make additional gifts; each one also qualifies for a tax deduction. The trust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. When the trust terminates, the remaining principal goes to Make-A-Wish as a lump sum.
You fund this trust with cash or appreciated assets—and receive an immediate federal income tax charitable deduction. Each year the trust pays you or another named individual the same dollar amount you choose at the start. When the trust terminates, the remaining principal goes to Make-A-Wish as a lump sum.
A beneficiary designation clearly identifies how specific assets will be distributed after your death.
A charitable gift annuity involves a simple contract between you and Make-A-Wish where you agree to make a gift to Make-A-Wish and we, in return, agree to pay you (and someone else, if you choose) a fixed amount each year for the rest of your life.