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Planned Giving

Make-A-Wish is doing more than just granting the wishes of today’s seriously ill children. It is preparing to bring joy to future generations when they need it most.

You can be a part of this effort by including the Make-A-Wish Foundation of Oregon in your estate plans. A planned gift, such as a bequest in your will or trust, life insurance designations or stock donations, will ensure the continuation of our work.


A deferred gift can also help you balance your financial goals and your charity interests – all while possibly achieving significant tax benefits.

By naming the Make-A-Wish Foundation of Oregon as a beneficiary, you will leave a legacy that brings hope, strength and joy to local children. If you decide to include Make-A-Wish Foundation of Oregon as a beneficiary of your estate, please share the following language with your attorney:

I give the sum of $___ or ___% to the Make-A-Wish Foundation of Oregon, 2000 SW 1st Ave, Suite 410, Portland, OR 97201 (Tax ID: 82-0385049) to be used or disposed of as the Board of Directors deems appropriate in its sole discretion. 

Legacy of WishesSM

Join the Legacy of Wishes Society and grant wishes into the future.

The Legacy of Wishes Society recognizes donors who inform us of the inclusion of Make-A-Wish Foundation of Oregon in their personal estate plans. Such gifts could include, but are not limited to: a will, trust, life insurance, charitable gift annuity or IRA.

If you’ve already named Make-A-Wish Foundation of Oregon in your estate plans, we would like to recognize your generosity and your commitment to future wish kids through the Legacy of Wishes Society. Please download and complete this form.

Donating Appreciated Stock

Make a bigger impact by donating long-term appreciated securities, including stocks, bonds, and mutual funds, directly to Make-A-Wish Oregon. You receive a charitable income tax deduction for the full fair market value of the securities, and at the same time, you may avoid capital gains taxes on appreciated stock. This helps stretch your gift even further.

To transfer stock to Make-A-Wish Oregon, please use the information below. You may also download this Letter of Authorization (pdf). 

Tax ID number: 82-0385049

Account title: Make-A-Wish Foundation of Oregon, Inc.

RBC Wealth Management

Brokerage Depository Trust Company (DTC) number # 0235

FAO: Make-A-Wish Fdn of OR Inc.

Make-A-Wish Account #: 310-27518 KKV

Please contact Laura Reunert at yerhareg@bertba.jvfu.bet or 503-802-7006 for questions regarding stock transfers.

Gift Illustrator

Planned gifts come in many forms. We are pleased to share the Gift Illustrator with you. It’s a tool to help you 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.

Legacy of Wishes logo

Be a part of our family by joining our Legacy of WishesSM Society and receive additional benefits in thanks of your planned gift.

CREATE YOUR LEGACY TODAY

Planned Giving Council

The Make-A-Wish Oregon Planned Giving Council is an allied group of professionals in financial planning, estate law and accounting, that supports the important work of Make-A-Wish Oregon and share the Make-A-Wish planned giving program with the community.

people

See who's on the council

Ashley Schmidt
Development and Communications Director
Phone: 503-802-7846
Email: nfpuzvqg@bertba.jvfu.bet

Cooper's Mom Quote
Make-A-Wish® Oregon
2000 SW 1st Avenue, Suite 410
Portland, OR 97201
(503) 292-2280
Toll Free (800) 934-9474