Donating appreciated stocks or mutual funds is a powerful way to support Make-A-Wish® San Diego while also offering potential tax benefits to you. By making a gift of securities, you may be able to avoid capital gains tax and receive a charitable deduction for the full fair market value of the asset.

Your gift will help bring life-changing hope and joy to children with critical illnesses in our community—and can be a meaningful part of your year-end or long-term giving plans.

To ensure a smooth transfer and proper acknowledgment of your gift, we ask that you contact us directly for instructions.

For more information, contact:
Carter Hornsby Weast, Senior Manager, Development
cweast@sandiego.wish.org or 619-279-5214

A Qualified Charitable Distribution (QCD), also known as an IRA charitable rollover gift, allows individuals age 70½ or older to make a tax-free gift of up to $100,000 annually from their IRA directly to Make-A-Wish® San Diego. These gifts can help fulfill your Required Minimum Distribution (RMD) and have a direct, life-changing impact on children with critical illnesses in our community.

Recap of QCD Guidelines
• You must be age 70½ or older at the time the distribution is made to Make-A-Wish San Diego
• Distributions must be transferred directly from your IRA custodian to Make-A-Wish San Diego
• Gifts can only be made from traditional or Roth IRAs
• The distribution must be an outright gift (not used to establish a donor-advised fund or charitable trust)
• The annual QCD limit is $100,000 per individual

Benefits of Making a QCD
• Counts toward your Required Minimum Distribution (RMD)
• Excluded from your taxable income—offering potential tax savings even if you do not itemize deductions
• Allows you to give outside of the charitable deduction limits
• Can be used to fulfill a current pledge to Make-A-Wish San Diego

Please work directly with your IRA custodian to initiate a Qualified Charitable Distribution. To ensure we can properly acknowledge your gift, we also ask that you notify us of your intent.

For more information, contact:
Carter Hornsby Weast, Senior Manager, Development
cweast@sandiego.wish.org or 619-279-5214

This information is not intended as legal or tax advice. For such guidance, please consult your financial advisor or attorney.