You want to leave money to Make-A-Wish in your will. You also want the flexibility to change your will in the event that life circumstances change. You can do both. Adding a bequest to your will or living trust can be as simple as adding a single sentence. Here's our preferred bequest language; take this to your attorney to use as a starting point. Contact us if you have any questions! 

I give the sum of $___ or ___%   to Make-A-Wish Foundation® of Oklahoma, 1900 NW Expressway, Suite 700, Oklahoma City, OK 73118 (tax id: 73-1176743) to be used or disposed of as the Board of Directors deems appropriate in its sole discretion. 

Securities and mutual funds that have increased in value and been held for more than one year are popular assets to use when making a gift to Make-A-Wish. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself. 

When you donate appreciated securities or mutual funds in support of our mission, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer. 

It is very simple to name Make-A-Wish Oklahoma as a beneficiary. Start by requesting a change-of-beneficiary form from your policy administrator or download the form from your provider's website. Make your desired changes and return the form to establish your gift. You can name Make-A-Wish Oklahoma as a beneficiary of your IRAs and retirement plans, life insurance policy, commercial annuity or donor advised fund. 

If you’re at least 59½ years old, you can take a distribution and then make a gift from your IRA without penalty. If you itemize your deductions, you can take a charitable deduction for the amount of your gift. For those 70½ years old or older, you can take advantage of a simple way to benefit Make-A-Wish and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to a qualified charity such as Make-A-Wish without having to pay income taxes on the money. This popular gift option is commonly called the IRA charitable rollover, but you may also see it referred to as a qualified charitable distribution, or QCD for short. 

There is a way to support Make-A-Wish Oklahoma and feel confident that you have dependable income in your retirement years, by setting up a charitable gift annuity. With a charitable gift annuity, you agree to make a gift to Make-A-Wish Oklahoma and, in return, we agree to pay you (or someone else, if you choose), a fixed amount each year for the rest of your life.  You can also qualify for a variety of tax benefits, including an income tax deduction if you itemize. 

If you have built a sizable estate and also are looking for ways to receive reliable payments, consider a charitable remainder trust. This type of trust provides you or other named individuals income each year for life or a period not exceeding 20 years from assets you give to the trust you create. At the end of the trust term, the balance in the trust goes to Make-A-Wish. 

These types of gifts may offer you tax benefits and the option for income during your lifetime. 

A donor advised fund (DAF), which is like a charitable savings account, gives you the flexibility to recommend how much and how often money is granted to Make-A-Wish and other qualified charities. You can recommend a grant or recurring grants now to make an immediate impact or use your fund as a tool for future charitable gifts.

You can also create a lasting legacy by naming Make-A-Wish the beneficiary of the entire account or a percentage of the fund. With a percentage, you can create a family legacy of giving by naming your loved ones as your successor to continue recommending grants to charitable organizations. Contact your fund administrator for a beneficiary form.

Learn more about DAFs