Because lives are measured in memories, not years.
Through effective planned giving, you can balance your personal financial goals and your charitable interests while possibly realizing significant tax benefits. A planned gift to the Make-A-Wish Foundation® of North Dakota ensures that your support will grant the wishes of children living with life-threatening illnesses to continue in perpetuity. By doing so, not only do you help to make wishes come true, but you can shield a significant portion of your estate from estate taxes and, in some cases, you can get an immediate tax deduction (please contact your tax advisor.) Please let us know if you’ve named the Make-A-Wish Foundation of North Dakota in your estate.
Bequest Options to Consider
OUR PLANNED GIVING TOOL
We are pleased to share the Gift Illustrator
tool with you. You can use this tool to help determine which type of planned gift will best meet your financial needs, while making a significant gift to support our future wish kids. (Please contact your tax advisor to discuss your specific circumstances.)
A brighter future for wish kids, here is how you can get started.
REQUEST FREE INFORMATION
Please visit our e-brochure page to choose from our many downloadable resources.
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.