Deepen Your Connections

Do you want to leave money to Make-A-Wish Orange County and Inland Empire in your will and also have the flexibility to change your will in the event that life circumstances change? You can do both.

In as little as one sentence, you can complete your gift. This type of donation to Make-A-Wish in your will or living trust helps ensure that we continue our mission for years to come.

Beneficiary Designations

Did you know that there are additional assets not covered in a standard will or trust?

If you have an IRA, 401(k), life insurance policy, or any additional accounts, these are called “non-probate assets” and they need to be planned for separately. You can name Make-A-Wish Orange County & Inland Empire as a beneficiary to strengthen missions and vocations, and receive printable instructions on how to set each one up with your broker. 

For more information, contact:

Ronnie Medrano, Development and Donor Care Coordinator

(714) 573-9474 or [email protected] 

Beneficiary Designation

Designate Make-A-Wish Orange County & the Inland Empire as a beneficiary of your IRAs, retirement plans, or life insurance policies.

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. Download our Stock Transfer Form 

Gifts That Pay You Income

Earn income for yourself or a beneficiary through assets gifted to Make-A-Wish OCIE (Charitable Gift Annuity, Charitable Remainder Trust).

Charitable Lead Trust

If you want to make an impact now at Make-A-Wish and also provide for your family later, consider setting up a charitable lead trust. You transfer cash or other assets to a trust that makes payments to Make-A-Wish for a period of time. When the term is up, the remaining trust passes to your family or other beneficiaries you select.

Gifts of Real Estate or Other Tangible Property

Please contact us to further discuss your interest in making a gift of real estate or other tangible property.

For more information, contact:

(714) 573-9474 or [email protected]

The above information is intended to assist you in your tax, estate, and charitable planning. It is not intended as legal or tax advice. For such advice, please contact an attorney or financial advisor.