A deferred gift can help you balance your financial goals and your charitable interests - all while possibly achieving significant tax benefits. A planned gift, such as a bequest in your will or trust, life insurance designations, or stock donation ensures your support for the children we serve well into the future. You'll do more than help grant wishes, you'll create a legacy that will impact our wish kids for years to come.
Please let us know if you’ve named the Make-A-Wish Foundation® of the Tri-Counties in your estate.
SAMPLE BEQUEST LANGUAGE:
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 the
Make-A-Wish Foundation® of the Tri-Counties, 4001 Mission Oaks Blvd. Suite F, Camarillo, CA 93012 (tax id: 77-0098671)
to be used or disposed of as the Board of Directors deems appropriate in its sole discretion.