By creating a carefully tailored planned gift you can help us carry our mission of granting the wishes of children with life-threatening medical conditions into future generations.
Many options are available to craft your gift to Make-A-Wish Foundation of Greater Los Angeles, all while accomplishing your philanthropic objectives and achieving your financial, tax and estate planning goals.
If you are 70 ½ or older, you may be eligible, under the new legislation that now allows you to make cash gifts totaling up to $100,000 a year from your traditional or Roth IRA to qualified charities without incurring income tax on the withdrawal.
Below are a few examples of the various planned giving vehicles available to you:
- A Bequest is the most effortless form of making a planned gift to Make-A-Wish Foundation of Greater Los Angeles. A carefully planned bequest may reduce your estate taxes, thus making additional assets available for your heirs, while also creating a lasting legacy in your name or for someone you wish to honor. Bequests should specifically name us by our legal title: “Make A Wish Foundation of Greater Los Angeles” in addition to our office address: 1875 Century Park East, Suite 950, Los Angeles, California 90067.
- Charitable Gift Annuity (“CGA”) is a less complicated type of gift wherein you transfer cash or marketable securities to Make-A-Wish Foundation of Greater Los Angeles, we will pay you and/or someone you choose a guaranteed fixed annual income. At the termination of the contract the principle becomes available for use by the Greater Los Angeles chapter.
Benefits to you may include:
- Guaranteed annual income for your lifetime
- Income tax deduction
- Reduction in capital gains tax if you elect to fund your gift with highly appreciated securities
- Reduction on gift and estate taxes
If you have any questions, either about your future plans for Make-A-Wish Foundation of Greater Los Angeles or the various life income gift options, please contact Jason Caya, Development Manager at 310-788-9474 or .
