Giving stock, assets from your IRA, or cryptocurrency doesn’t just help the children we serve; it also helps you. Check out these tax-smart giving options below.

→ Curious how the new 2025 Tax Law impacts your charitable giving? Click here for more info:

Stock Donations

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. To donate stock, please provide the following information to your investment advisor and they will know how to get the transfer processed.

Brokerage Firm:  Raymond James
Account Name: Make-A-Wish Stock Gift 
Account Number: 1728W803

DTC (Depository Trust Company) #0725

Our broker's contact information is as follows:
Lee McLellan, AAMS®
Financial Advisor, RJFS 
Vice President, Pinnacle Assest Management 
21 Platform Way South, Suite 2500 
Nashville, TN 37203 
Office: (615) 744-3293 
Fax: (615) 744-3297

DAF Grants

A donor-advised fund (DAF) is a simple, tax-smart investment solution for charitable giving. You set up a DAF account and contribute cash, securities, or appreciated assets. You’ll be eligible for a current-year tax deduction and can be more strategic about your giving decisions. If you already have a DAF, talk to your account manager about donating to Make-A-Wish Middle Tennessee through your DAF.

Give from your IRA

Donors 70.5 or older are eligible to give to Make-A-Wish of Middle Tennessee from their IRAs tax-free! These gifts are always tax-free, regardless of whether or not you itemize deductions on your tax return. A Qualified Charitable Distribution (QCD) can satisfy your Required Minimum Distribution, exclude the donation from your taxable income, make an immediate impact for Make-A-Wish, and save your post-tax money for personal use.

To make a QCD:
1. Simply contact the administrator of your IRA and request the distribution be sent directly to Make-A-Wish Middle Tennessee.
2. Decide on your contribution, up to $105,000 annually. 
3. Follow the instructions for your IRA custodian to print and mail your forms.
4. Your contribution goes right to work on making wishes come true in our community!
(Make-A-Wish Middle Tennessee Tax ID # 62-1833327)

Donate Cryptocurrency

As the cryptocurrency market grows, more donors are choosing to donate crypto to Make-A-Wish. In doing so, they make an immediate impact on wish kids and their families while maximizing tax benefits and bypassing capital gains tax on their crypto gains. Do you own crypto? Click here to donate crypto or to learn more.