Planned Giving
Create a legacy that will impact wish kids for years to come. By including the Make-A-Wish Foundation® of North Dakota in your estate plans, you can provide the resources necessary to grant inspiring wishes for children now and in the future.
COMMON PLANNED GIVING VEHICLE ARTICLES
- Restricted bequest: If you are at least 70 years of age and own an IRA, you may now transfer a gift of up to $100,000 from your IRA to the Make-A-Wish Foundation of North Dakota. With the IRA gift, your donation will not be included in your taxable income, and no income tax deduction will apply. Qualified charitable transfers must come only from IRA’s (not 401(k), 403(b), SEP-IRA or Simple IRA plans). However, for some donors it may be possible to establish a new IRA and then roll over assets from another plan to the new IRA. This IRA may then be used to make qualified charitable gifts.
- Specific bequest: You designate a dollar amount or a specific asset (stocks, life insurance, and real property) from your estate.
- Percentage bequest: You give a specific percentage of your estate.
- Residual bequest: You give a specific residue—what is left after the other terms of your will have been satisfied—be paid to Make-A-Wish Foundation of North Dakota.
Take our preferred bequest language below to your attorney today.
I give the sum of $___ or ___% to the Make-A-Wish Foundation® of North Dakota, 4143 26th Avenue South Suite 104, Fargo, ND 58104 (tax id: 45-0393770) to be used or disposed of as the Board of Directors deems appropriate in its sole discretion.