Planned Giving

Because lives are measured in memories, not years.

Through effective planned giving, you can balance your personal financial goals and your charitable interests while possibly realizing significant tax benefits. A planned gift to the Make-A-Wish Foundation^® of Central California ensures that your support will grant the wishes of children living with life-threatening illnesses to continue in perpetuity. 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 the Make-A-Wish Foundation of Central California in your estate.

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 We frequently work with donors who hold life insurance policies purchased for specific purposes that are no longer applicable-such as insurance coverage to pay for college tuition for children who have long since earned their degrees.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 to the Make-A-Wish Foundation. Gifts of marketable real estate are welcome and can offer donors substantial tax advantages.

It is wise to consult tax professionals if you are contemplating a gift under the new law.
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Or feel free to contact us at 559-221-9474

By post mail:

Make-A-Wish Foundation of Central California
83 East Shaw, Suite 202
Fresno, Ca 93710