Planned Giving

By including the Make-A-Wish Connecticut in your estate plans, you can provide the resources necessary to grant inspiring wishes for children now and in the future. A lifetime 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.

If you are ready to begin your will, you can use FreeWill, a free, online resource that guides you through the process of creating your will or trust in 20 minutes or less. It also makes it easy to include the Make-a-Wish Foundation of Connecticut in your lasting legacy.

By creating a lasting legacy, you also create HOPE. Start your will today.

Wills and Living Trusts

Adding Make-A-Wish Connecticut to your will or living trust can be as simple as including one sentence: 

I give the sum of $___ or ___% to the Make-A-Wish Foundation® of Connecticut, 56 Commerce Drive , Trumbull, CT 06611 (tax id: 22-2710919) to be used or disposed of as the Board of Directors deems appropriate in its sole discretion.

Beneficiary Designations

Not everyone wants to commit to making a gift in their wills or estates. Some prefer the increased flexibility that a beneficiary designation provides by using: 

• IRAs and retirement plans
• Life insurance policies
• Donor advised funds
• Commercial annuities

These are called “non-probate assets” and they need to be planned for separately.

It is very simple to name Make-A-Wish Connecticut as a beneficiary. Using the online tool below, you can log all of your assets, name Make-A-Wish Connecticut as beneficiary to inspire future generations of children, and receive printable instructions on how to set each one up with your broker.

Plan your beneficiaries today.

Legacy Gifts That Provide You Income

Charitable Gift Annuities and Charitable Remainder Trusts are just two examples of ways to support Make-A-Wish Connecticut and feel confident that you have dependable income in your retirement years. And many more!

Transfer Appreciated Assets

Many donors prefer to make gifts of appreciated stocks, bonds, mutual funds, or exchange traded funds because it can have a large impact on our mission, while maximizing potential tax benefits by avoiding paying tax on capital gains.

If you would like to transfer your appreciated assets you can use our online tool to walk you through the process in less than 5 minutes. You can also access our transfer information and work directly with your broker to transfer your stocks.

Give from your IRA

Donors 70.5 or older are eligible to give to Make-A-Wish Connecticut from their IRAs tax-free! These gifts are always tax-free, regardless of whether or not you itemize deductions on your tax return.

You can start giving to Make-A-Wish Connecticut by using our free online tool to make your IRA gift online. Learn about how you can save more from giving from your IRA here.

Ensure your legacy lives on through wishes with a legacy gift, because lives are measured in memories, not years. 

For more information contact: 

Kim Pugh
Director of Major Gifts
Make-A-Wish Connecticut 
56 Commerce Drive 
Trumbull, CT 06611 
(203) 880-6964
Email: [email protected]