Planned Giving
On This Page
By including 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.
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.
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.
The Legacy of Wishes℠ Society. This society allows us to recognize the generosity of our donors who, during their lifetime, designate the foundation in their estate plans.
Ensure your legacy lives on through wishes with a legacy gift, because lives are measured in memories, not years.
For more information contact:
Abby Jones
Philanthropy Director
Make-A-Wish Connecticut
56 Commerce Drive
Trumbull, CT 06611
(203) 880-6964
Email: [email protected]