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.

Sample Bequest Language

For an unrestricted gift that allows Make-A-Wish to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:

" I give the sum of $___ (or ___%) to Make-A-Wish Foundation^® of Orange County and the Inland Empire, 3230 El Camino Real Suite 100, Irvine, CA 92602, Tax ID 33-0036556, to be used or disposed of as its Board of Directors deems appropriate in its sole discretion."

To designate your provision for a particular purpose:

"I give to Make-A-Wish Foundation^® of Orange County and the Inland Empire, a nonprofit corporation currently located at 3230 El Camino Real Suite 100, Irvine, CA 92602, or its successor thereto, _________ [written amount or percentage of the estate or description of property]. This gift should be used for (state purpose) if and so long as Make-A-Wish Foundation^® of Orange County and the Inland Empire determines that the need exists. If Make-A-Wish Foundation^® of Orange County and the Inland Empire shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then Make-A-Wish Foundation^® of Orange County and the Inland Empire may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."

If you have named Make-A-Wish in your will or trust, please let us know so we can ensure that your gift is used according to your wishes. Notifying us of your plans will enable us to plan for the use of your future gift. However, if you prefer to remain anonymous, we will keep your name and gift in strict confidence.

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:

Jennifer Garner

(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.