Planned Giving

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 Oregon ensures that your support will grant the wishes of children living with life-threatening medical conditions 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 Oregon, Inc. in your estate.

INDIVIDUAL RETIREMENT ACCOUNTS (IRA) ROLLOVER GIFTS
Now, through Dec. 31, you can make charitable ‘rollover’ gifts directly from your Individual Retirement Accounts (IRA).  This is a great giving vehicle if you have a required minimum distribution from your IRA.  An IRA charitable rollover gift allows you to donate any portion of your required minimum distribution directly Make-A-Wish Foundation of Oregon. 

You qualify if you:
• Are 70½ or older.
• Make IRA gifts totaling $100,000 or less in 2011 ($200,000 for qualifying married couples).
• Transfer funds directly from an IRA.
• Transfer the gifts outright to one or more public charities.

Donor Benefits:
• The gift generates neither taxable income nor a tax deduction, so even those who do not itemize their tax returns receive the benefit.
• They may transfer up to $100,000 (per spouse, for qualifying married couples) directly from their IRA in 2011.

BEQUESTS
A bequest is one of the most meaningful legacies you can leave with a lasting impact. To include a bequest to Make-A-Wish Foundation of Oregon in your will, we suggest this simple statement:

“I give, devise and bequeath to the Make-A-Wish Foundation of Oregon, Inc., located at 2000 SW 1st Avenue, Suite 410, Portland, Oregon 97201 the sum of ____ dollars (or ____% of my estate, or the residual of my estate otherwise describe the gift) for the general purposes and uses of the Foundation at the discretion of the Board of Directors.”

Bequest options to consider:
1. Specific bequest: You designate a dollar amount or a specific asset (stocks, life insurance, and real property) from your estate.

2. Percentage bequest: You give a specific percentage of your estate.

3. 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 Oregon.

4. Restricted bequest: You restrict your bequest to the Make-A-Wish Foundation of Oregon.

It is wise to consult tax professionals if you are contemplating a gift under the new law.

To learn more, please visit the Planned Giving page of the Make-A-Wish Foundation of America

Or feel free to contact Development and Communications Director Laila Umpleby at (503)292-2280, ext. 24 or email .(JavaScript must be enabled to view this email address),

By post mail:
Make-A-Wish Foundation of Oregon, Inc.
2000 SW 1st Avenue, Suite 410
Portland, Oregon 97201

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