Legacy Heroes - Planned Giving

Be a Legacy Hero to help future Americans

You can support The Wish Upon A Hero Foundation in a variety of ways, including through your estate. Including the Foundation in your estate plan will not only assist you in reaching and achieving your own philanthropic and charitable giving goals, but it will also allow our organization to continue its mission of helping people in need. 

Unlike most organization that offer planned giving, the Wish Upon A Hero offers restricted use of funds totaling more than $25,000 per year. This means your endowment can be applied to help people with specific needs such as: basic needs, disaster relief, medical support, tuition, autism, cancer, pets along with a variety of other needs.

There are many charitable planned giving options available to you. For example, you can make a planned gift to the Wish Upon A Hero Foundation by naming the Wish Upon A Hero Foundation as a beneficiary of your last will and testament, life insurance policy or retirement plan. 



You can also name the Wish Upon A Hero Foundation as a beneficiary of a charitable trust. Your attorney or financial advisor can advise you of the various types of charitable trusts and assist you in establishing a trust that is tailored to your personal needs. 



Some of the above-mentioned planned giving strategies may have a greater tax benefit to you than others, so please consult with your attorney or financial advisor on which strategy would work best for you. 



Below please find examples of specific language that you may use to name the Wish Upon A Hero Foundation as a beneficiary of your will, trust, life insurance policy, retirement assets, or other contractual gift. If you, your attorney or financial advisor have any questions, please do not hesitate to contact the the Wish Upon A Hero Foundation at help@wishuponahero.com.

1. GIFTS UNDER A WILL

The following language is an example of wording that may be used to name the Wish Upon A Hero Foundation as a beneficiary of your last will and testament.  You may either make a general or restricted gift to the Wish Upon A Hero Foundation.  In addition such gift may be of a specific dollar amount or it may also be of a percentage of your estate.



If you wish to make a restricted gift to the Wish Upon A Hero Foundation, please contact our organization at the phone number or email address above prior to finalizing your gift.  



a.    GENERAL TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: 

I hereby give and bequeath _______________________ Dollars ($__________________) to the Wish Upon A Hero Foundation, located at 1640 Nixon Drive, Suite 336, Moorestown, NJ 08057, or its successors-in-interest, to be used for general purposes. 



b.    GENERAL TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: 

I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the Wish Upon A Hero Foundation, located at 1640 Nixon Drive, Suite 336, Moorestown, NJ 08057, or its successors-in-interest, to be used for general purposes.



c.       RESTRICTED TESTAMENTARY GIFT: SPECIFIC MONETARY AMOUNT: 

I hereby give and bequeath _____________________ Dollars ($__________________) to the Wish Upon A Hero Foundation, located at 1640 Nixon Drive, Suite 336, Moorestown, NJ 08057, or its successors-in-interest, to be used for [insert donor restriction].  



d.      RESTRICTED TESTAMENTARY GIFT: PERCENTAGE OF RESIDUE OF ESTATE: 

I hereby give and bequeath ________ percent (_____%) of the rest and residue of my estate to the Wish Upon A Hero Foundation, located at 1640 Nixon Drive, Suite 336, Moorestown, NJ 08057, or its successors-in-interest, to be used for [insert donor restriction]. 

2. GIFTS FROM A TRUST

The following language is an example of wording that may be used in the event the Wish Upon A Hero Foundation is named as a contingent beneficiary of a trust estate.  Please keep in mind that such gifts may also be restricted and may be of either a specific dollar amount or a percentage of the trust estate.

[Insert contingency (e.g., Upon the death of my spouse)], the Trustee shall distribute ________________ Dollars ($__________________) to the Wish Upon A Hero Foundation, located at 1640 Nixon Drive, Suite 336, Moorestown, NJ 08057, or its successors-in-interest, free and clear of trust, to be used for general purposes.

3. CONTRACTUAL GIFTS

The Wish Upon A Hero Foundation may be named as the beneficiary of an asset that passes outside the terms of a will or a trust (e.g. life insurance, IRA, 401(k)).  In order to clarify the intention of the donor, the contractual instrument governing the asset should set forth the following as the official recipient of the gift:



The Wish Upon A Hero Foundation, located at 1640 Nixon Drive, Suite 336, Moorestown, NJ 08057, or its successors-in-interest.

4.  GENERAL INFORMATION

Below please find some general information that may be beneficial to you in finalizing your estate plan.



Legal Name: Wish Upon A Hero Foundation , Inc. d/b/a Wish Upon A Hero Foundation 
Incorporation Details:

  • 501(c)(3) organization, classified as a public charity, exempt from federal income tax
  • New Jersey non-profit organization

Mailing Address:

Wish Upon A Hero Foundation
1640 Nixon Drive
Suite 336
 Moorestown,NJ 08057

Attention: Planned Gifts