Make a Gift in a Few Easy Steps
Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using:
- IRAs and retirement plans
- Life insurance policies
- Donor advised funds
- Commercial annuities
It is very simple to name Make-A-Wish as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift.
An Example of How It Works
Robert and Carol treasure the financial help they have been able to give their children and Make-A-Wish over the years. The couple recently updated their will to leave stocks and real estate to their kids. They left Make-A-Wish a $75,000 IRA to be transferred following their lifetime. Because Make-A-Wish is tax-exempt, all $75,000 will help support our mission.
If Robert and Carol had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family's use. Robert and Carol are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.
*Based on an assumption of a 24 percent marginal income tax bracket.
See How It Works
Gifts That Pay
Your payments depend on your age at the time of the donation. If you are younger than 60, we recommend that you learn more about your options and download this FREE guide Deferred Gift Annuities: Plan Now, Benefit Later.
I wish to be a pirate
- Contact the administrator of your retirement plan, insurance policy or bank account for a change-of-beneficiary form, or simply download a form from your provider's website.
- Decide what percentage (1 to 100) you would like Make-A-Wish to receive and name us, along with the percentage you chose, on the beneficiary form. Return the completed form.
- Contact Mark Simonson at 800-722-9474, Ext. 6881 or 602-385-6881 (direct) or email@example.com to let us know your goals for the gift so we can ensure it is used as you intend.
Legal name: Make-A-Wish Foundation® of America
Address: 1702 E. Highland Ave #400, Phoenix, AZ 85016
Federal tax ID number: 86-0481941
Our Top Resource
This comprehensive estate planning kit will help you protect loved ones, organize everything in one place and save on taxes.Download My Kit
Download our FREE guide Beneficiary Designations: Easy Ways to Leave Your Legacy.