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Planned Giving

A deferred gift to Make-A-Wish® Northeastern California and Northern Nevada ensures that your support will grant the wishes of children living with life-threatening illnesses to continue in perpetuity.

Through effective planned giving, you can balance your personal financial goals and your charitable interests while possibly realizing significant tax benefits. By doing so, not only do you help to make wishes come true, but you can shield a significant portion of your estate from estate taxes and, in some cases, you can get an immediate tax deduction (please contact your tax advisor.) Please let us know if you've named Make-A-Wish® in your estate.


BEQUEST OPTIONS:

  • Specific bequest: You designate a dollar amount or a specific asset (stocks, life insurance, and real property) from your estate.
  • Percentage bequest: You give a specific percentage of your estate.
  • Residual bequest: You give a specific residue—what is left after the other terms of your will have been satisfied—be paid to Make-A-Wish® Northeastern California and Northern Nevada
  • Restricted bequest: You restrict your bequest to Make-A-Wish® Northeastern California and Northern Nevada. We have some great news for IRA owners who are age 70 or older: If you are at least 70 years of age and own an IRA, you may now transfer a gift of up to $100,000 from your IRA to Make-A-Wish® Northeastern California and Northern Nevada. With the IRA gift, your donation will not be included in your taxable income, and no income tax deduction will apply. Qualified charitable transfers must come only from IRA’s (not 401(k), 403(b), SEP-IRA or Simple IRA plans). However, for some donors it may be possible to establish a new IRA and then roll over assets from another plan to the new IRA. This IRA may then be used to make qualified charitable gifts. It is wise to consult tax professionals if you are contemplating a gift under the new law.

A bequest is one of the most meaningful legacies you can leave with a lasting impact. To include a bequest to Make-A-Wish® in your will, we suggest this simple statement:

Adding a bequest to your will or living trust can be as simple as adding a single sentence. Here's our preferred bequest language; take this to your attorney to use as a starting point. Contact us if you have any questions!

I give the sum of $___ or ___% to the   Make-A-Wish Foundation® of Northeastern California and Northern Nevada, 2800 Club Center Drive , Sacramento, CA 95835 (tax id: 68-0027351)   to be used or disposed of as its Board of Directors deems appropriate in its sole discretion.

Planned Giving Contact

Jennifer Stolo
CEO
2800 Club Center Drive
Sacramento, CA  95835

Phone : (916) 437-0206 x202
Fax : (916) 515-0649
Email : wfgbyb@arpnaai.jvfu.bet

Contact Make-A-Wish® Northeastern California and Northern Nevada

telephone

(916) 437-0206
(888) 828-9474
Fax: (916) 515-0649
vasb@arpnaai.jvfu.bet


The Wishing Place
2800 Club Center Drive
Sacramento, CA 95835
Business Hours: 8:30 a.m.-5:00 p.m., M-F
Directions to The Wishing Place

Northern Nevada Regional Office
1 E. Liberty, Suite 600
Reno, NV 89501
775.826.8008

Make-A-Wish® Northeastern California and Northern Nevada
2800 Club Center Drive
Sacramento, CA 95835
(916) 437-0206

Make-A-Wish® Northeastern California and Northern Nevada, Northern Nevada Office
1 East Liberty Ave.
Suite 600
Reno, NV 89501
(775) 826-8008