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Your gift today ensures the wishes of tomorrow.
When you make a planned gift, you help to ensure that the wishes of children with life-threatening medical conditions are granted long into the future.
Planned giving is an opportunity to make a significant difference in the lives of children within the context of your overall financial plan. There are advantages and considerations associated with each type of gift. Some of these are outlined below.
Bequests/Wills
One of the most frequently used methods of making a gift to the Make-A-Wish Foundation® is a bequest. Your will, drafted properly and kept current, may be the most important legal document you will ever possess. Through your will, you make certain that your relatives, friends, and favorite charities are remembered.
Trusts
A trust is a legal agreement serving as a container into which you can place various assets-cash, securities, real estate or other property. The grantor appoints a trustee responsible for managing the trust's assets. Trusts can be established for a certain number of years or for lifetimes. They can be revocable or irrevocable, charitable or not.
Gifts of Stock
A gift of appreciated securities offers the simplicity and satisfaction of a gift of cash while providing additional tax benefits. The transaction is often as simple as calling one's broker and authorizing the transfer to the Make-A-Wish Foundation®. If you have stock certificates in your possession, you can make the transfer yourself using a simple form called a Stock Power (available from your broker or the Make-A-Wish Foundation®).
Gifts of Life Insurance
Changing insurance needs often present an excellent opportunity for policies to become important charitable gifts. We frequently work with donors who hold life insurance policies purchased for specific purposes that are no longer applicable-such as insurance coverage to pay for college tuition for children who have long since earned their degrees.
Real Estate/Personal Property Gifts
If you own real estate that has appreciated significantly over time, you may want to consider contributing it. Gifts of marketable real estate are welcome and can offer donors substantial tax advantages.
Questions?
Contact the Director of Development at 704-339-0334, ext. 230 or e-mail lsoenen@ncwish.org.
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