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Legacy of Wishes Society

Be part of our family! Your gift can continue to grant wishes and create joy for generations to come.

Your gift can grant wishes for generations to come.

By designating Make-A-Wish Arizona as a beneficiary in your will or trust or of part or all of an insurance policy, retirement plan or investment account, you can leave a legacy that will benefit children with critical illnesses, and create joy for generations to come.

Join The Legacy of Wishes Society

A planned gift does not impact your spendable income, and in fact, actually enables you to make a larger gift than you may have thought possible. 

To see what a group of people dedicated to making each child's wish an experience of a lifetime can do, it really affected me and my family. I'm very glad to be able to make this kind of gift and proud to support Make-A-Wish Arizona long term. Just take action. It's an easy gift to make." -Legacy of Wishes Society member

When our friend's child received a wish, seeing the excitement and smiles on that child was very impactful. Going out and living life helped my husband escape his illness and become more than his diagnosis. I believe that is what motivated him to make a gift to Make-A-Wish Arizona - to help kids escape the realities of their illnesses, like he did, and find joy." -Legacy of Wishes Society member


What will your gift mean? It will mean the world to wish kids and their families. By becoming part of the family of givers known as the Legacy of Wishes Society, you will help change the lives of children who are dealing with critical illnesses and bring us closer to granting the wish of every eligible child in Arizona. 


The Easiest Way to Make an Impact 
A Gift in Your Will or Living Trust

A charitable bequest is one of the most meaningful legacies you can leave with a lasting impact. It is a simple, flexible and versatile way to support Make-A-Wish Arizona so that we can continue our work for years to come.

1. Outright Bequest

(a) Specific distribution of a dollar amount:

"Upon my death, I give $_________ to the Make-A-Wish Foundation of Arizona, outright and free of trust, to be used or disposed of as its Board of Directors deems appropriate in its sole discretion."

(b) Specific distribution of personal property:

"Upon my death, I give [Description of Property] to the Make-A-Wish Foundation of Arizona, outright and free of trust, to be used or disposed of as its Board of Directors deems appropriate in its sole discretion."

(c) Share or entire residue of estate:

"Upon my death, I give [all or __%] of the remainder of my estate to the Make-A-Wish Foundation of Arizona, outright and free of trust, to be used or disposed of as its Board of Directors deems appropriate in its sole discretion."

2. Conditional or Restricted Bequest

(a) Conditioned on Survivorship:

If the bequest is conditioned, insert the conditional language in one or more of the above provisions. For example:

"Upon my death, if my spouse does not survive me, I give the sum of $___ to the Make-A-Wish Foundation of [America or Chapter Name], [Address], outright and free of trust, to be used or disposed of as its Board of Directors deems appropriate in its sole discretion."


A Tax-Saving Way to Help Make-A-Wish
See Your Generosity in Action

If you are 70½ years old or older, you can take advantage of a simple way to benefit Make-A-Wish and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity such as ours without having to pay income taxes on the money.

The benefit of making a gift from your IRA is that you pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.  If you have not yet taken your required minimum distribution for the year, your IRA charitable rollover gift can satisfy all or part of that requirement.


Turn Your Generosity into Lifetime Income
Charitable Gift Annuities

When you are looking for ways to help Make-A-Wish® with our mission, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support Make-A-Wish's work while receiving fixed payments for life is a charitable gift annuity.

If you are aged 60 or older a charitable gift annuity can provide you with an income for life – and also for a spouse’s lifetime – and obtain a charitable income-tax deduction.  You can also defer the start of your payments to increase your payout percentage or you can establish a charitable gift annuity for a friend or loved one.

Benefits Include:

Qualifying for a federal-income tax deduction
Annuitants will receive fixed annual income for life.
Possible reduction of capital-gains taxes on gifts of appreciated assets.
Possible reduction of probate costs and estate taxes.
Providing generous support to the Make-A-Wish Foundation of Arizona


Discover a Gift That Is Truly Win-Win
Charitable Remainder Trusts

Looking for a way to give Make-A-Wish a significant gift? If you own property that has gone up in value such as a stock or real property, you would like to minimize your capital gains taxes if you sold it and are looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust.

Benefits of a charitable remainder trust include:
A partial charitable income tax deduction
Potential for increased income
Up-front capital gains tax avoidance

There are two ways to receive payments with charitable remainder trusts:

The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.

The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is re-determined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.


LEGACY OF WISHES SOCIETY:

Lee Greenfield
2901 N. 78th Street
Scottsdale, AZ 85251

Phone: (602) 343-9435
Email: yterrasvryq@nevmban.jvfu.bet

Contact Us To Learn More

Advisors Who Support Our Legacy of Wishes Society:


Dustin Lester
Progressive Financial Concepts
480-745-7889

Dawnyel Smink
Canyon Lands Insurance
480-288-5900, ext. 1

Jameson Van Houten
Stonegate Capital Advisors
602-953-8450

Justin Cairns
Raymond James
480-298-2465

Art Hoffman
ICA Financial Services
623-207-4182

Matt Hollander

Century Financial Concepts
623-428-9976

West Hunsaker

Morris Hall
602-249-1328

Greg Short
Great American Insurance Group
480.688.2838


Nikolas , 6

life-threatening genetic disorder

I wish to meet the Pope

6-year-old Nikolas blessed by unforgettable wish to meet the Pope

Ben , 12

life-threatening kidney disease

I wish to go swimming with sharks

You won't believe what this 12-year-old kid chose for his wish!
Make-A-Wish® Arizona
2901 North 78th Street
Scottsdale, AZ 85251
(602) 395-9474
Toll Free (800) 324-9474