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Planned Giving

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Why Give the Gift of Stock?

Download and print our Stock Giving Form.

Giving stock doesn't just help the children we serve: It also helps you.

Using Stock to Reach Your Philanthropic Goals
If you are trying to reach a certain giving level, donating stock gives you the option to hit the goal without simply writing a check. For instance, reaching a $10,000 annual giving goal becomes easier by pairing a $5,000 cash gift with $5,000 in stock.

Increase Your Giving Power
A gift of appreciated stock to the Make-A-Wish® Foundation can benefit you in two ways: you receive a charitable income tax deduction for the full fair market value of the securities, and at the same time you may avoid capital gains taxes on appreciated stock. This helps stretch your gift even further.

To find out if giving stock to the Make-A-Wish Foundation would suit your philanthropic goals, please visit Getting Started: Gifts of Securities.

Or you may contact Nicole Powers at legacy@wish.org or 800-722-9474, Ext. 3260 or 602-792-3260.

Upon making a gift of stock, please contact David Hohler at david.hohler@bnymellon.com with your name and contact information so that we can properly receipt your gift.



BNY Mellon Wealth Management - Delivery Instructions:
DTC# 8275/BNY Mellon, N.A.
Reference: 108434EW020/Make-A-Wish Foundation




BNY Mellon Wealth Management - Contact Information:

BNY Mellon Wealth Management
Attention: David Hohler, Vice President, Portfolio Manager

BNY Mellon Wealth Management
201 Washington Street, Suite 024-0062
Boston, MA 02108

Contact

For more information about planned giving, feel free to contact us via email: legacy@wish.org
1702 E. Highland Ave. Suite 400 Phoenix, AZ 85016 602-792-3260
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