What We Provide

We strongly recommend that donors seek professional financial, tax and legal advice in preparation of a Bequest or a Codicil to their Will or Trust. It is important that those documents comply with the law of the state in which the donor resides as well as the provisions of the Internal Revenue Code governing the deduction of charitable gifts and bequests.

SPECIFIC BEQUEST:

RESIDUARY BEQUEST:

All the rest, residue and remainder of my estate, both real and personal, wherever situated, I give, devise and bequeath to Prescott Meals on Wheels, a nonprofit corporation existing under the laws of the State of Arizona and located in the city of Prescott, Arizona.

SPECIFIC BEQUEST WITH SPECIAL PURPOSE

I give, devise and bequeath to Prescott Meals on Wheels, a non-profit corporation existing under the laws of the State of Arizona and located in the city of Prescott, Arizona, the following (state gift) and direct that it shall be used to __________________________________________________________

[fill in the designated purpose of the bequest

In the event that Prescott Meals on Wheels is unable to fulfill the purpose of my bequest as specified, Prescott Meals on Wheels is authorized to use this bequest for such purposes as in the judgment of the Board of Directors of Prescott Meals on Wheels is most consistent with the purposes intended to be achieved by my bequest, or best promotes the welfare of Prescott Meals on Wheels.

RESIDUARY BEQUEST WITH SPECIAL PURPOSE:

I give, devise and bequeath to Prescott Meals on Wheels, a non-profit corporation existing under the laws of the State of Arizona and located in the city of Prescott, Arizona, All the rest, residue and remainder of my estate, both real and personal, wherever situated and direct that it shall be used to __________________________________________________________

[fill in the designated purpose of the bequest

SPECIFIC BEQUEST FOR ENDOWMENT:

I give, devise and bequeath to Prescott Meals on Wheels, a non-profit

corporation existing under the laws of the State of Arizona and located in the city of Prescott, Arizona, the following (state gift) to establish the_________________________________

[fill in the name of endowment fund OR “to be added to Prescott Meals on Wheels general endowment fund”]

Of Prescott Meals on Wheels The principle of the Fund and any accumulated income shall be invested and reinvested from time to time in such manner as may be determined by the Foundation and may be commingled for investment purposes with other endowment funds. Accumulated net income, including interest, dividends, and capital gains, may be made available to Prescott Meals on Wheels from time to time in such manner as may be determined by Prescott Meals on Wheels. In consideration, such income shall be used to ____________________________________________________

[fill in the designated purpose of the endowment ].

RESIDUARY BEQUEST FOR ENDOWMENT:

I give, devise and bequeath to Prescott Meals on Wheels, a non-profit corporation existing under the laws of the State of Arizona and located in the city of Prescott, Arizona, All the rest, residue and remainder of my estate, both real and personal, wherever situated and direct that it shall be used to establish the_________________________________

[fill in the name of endowment fund OR “to be added to Prescott Meals on Wheels general endowment fund”] Of Prescott Meals on Wheels The principle of the Fund and any accumulated income shall be invested and reinvested from time to time in such manner as may be determined by the Foundation and may be commingled for investment purposes with other endowment funds. Accumulated net income, including interest, dividends, and capital gains, may be made available and used by Prescott Meals on Wheels from time to time in such manner as may be determined by Prescott Meals on Wheels.

Contingent Gift of Residuary Estate:

"I give, devise, and bequeath the residue of the property owned by me at my death, real and personal and whatever situate, to my wife, [state name] , if she survives me. If my wife does not survive me, I give, devise, and bequeath my residuary estate to Prescott Meals on Wheels for (State Purpose)___________________________________________________

Codicil (To be used to modify existing Will)

Having hereinbefore made my last Will and Testament dated______and being of sound mind, I hereby make, publish and declare the following Codicil hereto: (insert the appropriate clause from options above). Except as hereinbefore changed, I hereby ratify, confirm and republish my said last Will and Testament.