Planned Giving
“Because lives are measured in memories, not years.”
What will be your legacy? Your compassion toward the Make-A-Wish Foundation® of Arizona will be remembered by others as they recall the impact you had on the lives of Arizona children with life-threatening illnesses. An estate plan provides for your loved ones and provides resources to perpetuate your passion. Your parting gift can be a declaration of your values.
There is a variety of ways to make a lasting gift. We recommend you discuss the options with your legal or tax advisor. Let us know if Make-A-Wish Foundation of Arizona in your estate plan by completing and submitting a non-binding Statement of Testamentary Provision.
CHARITABLE GIFT ANNUITY
If you are aged 60 or older and make a $10,000 minimum donation through a charitable gift annuity you receive an income for life – and also for a spouse’s lifetime – and obtain a charitable income-tax deduction.
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
BEQUESTS
A bequest is one of the most meaningful legacies you can leave with a lasting impact. We suggest including this simple statement in your will language:
I give, devise and bequeath to the Make-A-Wish Foundation of Arizona, located at 711 E. Northern Avenue, Phoenix, AZ 85020 (Federal ID #86-0409636) the sum of $ ____ (or ____%) of my estate for the general purposes and uses of the Foundation at the discretion of the Board of Directors.”
Bequest options to consider:
1.Specific bequest (stocks, life insurance, real estate)
2.Percentage bequest
3.Residual bequest
IRA DISTRIBUTIONS
Great news for IRA owners who are aged 70 or older! You can transfer up to $100,000 from your IRA to the Make-A-Wish Foundation of Arizona. Charitable transfers can be made from IRA’s only.
For more information please contact info@wishaz.org.
Make-A-Wish Arizona is proud to partner with our local chapters of Chi Omega, a national sorority with three state university chapters that have been incredible fundraisers for our local Arizona children.
