Planned Giving

Through planned giving, you can actually increase benefits to your heirs and provide for the future of the Make-A-Wish Foundation. Your gift can take the form of cash, stocks, bonds, mutual funds, annuities, real estate and other similar assets. By including the Make-A-Wish Foundation of Greater Ohio, Kentucky and Indiana as a beneficiary in your will, living trust or retirement plan (IRA, 401k, etc.), you can ensure that your support for granting the wishes of children living with life-threatening medical conditions will 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).

When naming the Foundation in your planned giving efforts, please use the organization's full name: Make-A-Wish Foundation of Greater Ohio, Kentucky & Indiana and specifically note that your intent is to support children in northeast, central and southern Ohio, Kentucky and Indiana.

Here are some ways you can make planned giving work for you:
* Outright Cash Gift
* Outright Gift of Stocks, Bonds & Other Securities
* Outright Gift of Personal Property or Real Estate
* Bequest
* Pooled Income
* Giving a Charitable Remainder Trust or Charitable Lead Trust
* Gift of Life Insurance
* Giving an IRA through Bequest
* Giving a Retained Life Estate

The wording of your bequest can be as simple as:
"I give, devise and bequeath to the Make-A-Wish Foundation of Greater Ohio, Kentucky & Indiana a gift of $______ or ______% of my estate."