Return to mobile version

Legacy Planning

A deferred gift can help you balance your financial goals and your charitable interests - all while possibly achieving significant tax benefits. A planned gift, such as a bequest in your will or trust, life insurance designations, or stock donation ensures your support for the children we serve well into the future. You'll do more than help grant wishes, you'll create a legacy that will impact our wish kids for years to come.

Please let us know if you’ve named Make-A-Wish Foundation® of Orange County & the Inland Empire in your estate.

Start Here

What is gift planning? 

What assets can I give?

Which type of gift is best for me?

You can leave a living legacy and ensure that wishes continue to be fulfilled in the future by making a planned gift. These gifts typically come from a donor's assets rather than income, and can be either outright or deferred.

Recommended 

Bequest Language

Specific dollar amount

"I give the sum of $_________ to the Make-A-Wish Foundation of Orange County and the Inland Empire, 3230 El Camino Real, Suite 100, Irvine, CA 92602, to be used or disposed of as its Board of Directors deems appropriate in its sole discretion." 

Share or entire residue of estate

"I give [all or __$] of the remainder of my estate to the Make-A-Wish Foundation of Orange County and the Inland Empire, 3230 El Camino Real, Suite 100, Irvine, CA 92602, to be used or disposed of as its Board of Directors deems appropriate in its sole discretion."

Types of Planned Gifts

·  Wills and Bequests
Real Estate
·  Trusts: Charitable Gift Annuities
      Charitable Lead Trusts
·  An Endowment Fund
·  Retirement Plan Assets
·  Life Insurance Policies
·  Stock - Download/print our
stock giving form

·  A remainder interest in your home

A misconception is that gift planning is only for the "wealthy." The truth is, even people of modest means can make a difference through gift planning.

It is highly recommended that you consult with your own tax or legal advisor prior to making a planned gift. Please include our federal tax identification number which is 33-0036556 and specify Make-A-Wish Foundation of Orange County and the Inland Empire if you wish your legacy to benefit our region's children.

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 Orange County & the Inland Empire, 3230 El Camino Real Suite 100, Irvine, CA 92602-1389 (tax id: 33-0036556)   to be used or disposed of as its Board of Directors deems appropriate in its sole discretion.

Planned Giving Contact

Debra Finster
Vice President of Major Gifts & Legacy Planning
3230 El Camino Real Suite 100
Irvine, CA  92602-1389

Phone : (714) 573-9474 x239
Fax : (714) 689-0985
Email : qsvafgre@jvfubpvr.bet

Make-A-Wish® Orange County & the Inland Empire
3230 El Camino Real
Suite 100
Irvine, CA 92602-1389
(714) 573-9474

Make-A-Wish® Orange County & the Inland Empire, Riverside Office
1650 Spruce
Suite 100
Riverside, CA 92507
(951) 321-0179