Help us sustain our special and important programs by putting Wishes & More® in your will or establishing a dedicated donation plan. For more information, contact your attorney, accountant, tax advisor or tax expert, financial advisor or Wishes & More®. Options for giving include, but are not limited to:
Bequests by Wills (including Codicils) – A written statement in a donor’s will or codicil directing specific assets to Wishes & More. A donor should discuss with their attorney how to incorporate appropriate instructions into a will upon initial drafting or into a codicil that amends a previously written will.
Life Insurance Policies – Such policies could include those purchased by a donor or those provided by a donor’s employer. A donor need only name Wishes & More as a beneficiary of the policy on a beneficiary designation form.
Pledges – This involves recurring donations of cash, which Wishes & More is experienced accepting and administering. Click here to make a pledged contribution.
Retirement Plans – A donor need only name Wishes & More as a beneficiary of the retirement plan assets on a beneficiary designation form.
Securities – Only stocks that are publicly traded will be accepted by Wishes & More at this time.
Trusts – Exemplary trusts that can be used in a planned gift to Wishes & More include charitable remainder trusts and charitable lead trusts.
Donor Advised Funds – A charitable giving vehicle administered by a public charity created to manage charitable donations on behalf of organizations, families, or individuals.
POD Accounts – Payable On Death (POD) accounts are available at a number of banks, credit unions, and savings and loan institutions. Setting up a payable on death account involves designating a beneficiary.
Please contact Wishes & More for more information on any of these planned giving options or for specific information that you need in order to designate Wishes & More as your beneficiary.