Make a Difference for Generations to Come
Make a Difference for Generations to Come
Ways You Can Give to Make a Difference
Planned Giving
About Bequests
You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.
IRA Charitable Rollover
An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.
Beneficiary Designations
A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate our organization as a beneficiary of a retirement, investment or bank account or your life insurance policy.
Charitable Gift Annuities
A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.
Donor Stories
Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.
Gift Options
Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.
Meals on Wheels Orange County's Bequest Language
An excellent way for you to support Meals on Wheels Orange County's mission is to leave us a bequest in your will, living trust or with a codicil. One significant benefit of making a gift by bequest is that it allows you to continue to use the property you will leave to charity during your life. Another benefit is that you are able to leave a lasting legacy.
There are a number of ways you can make a bequest to Meals on Wheels Orange County.
In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to Community SeniorServ Inc. dba Meals on Wheels Orange County in your estate plan. We have provided some basic bequest language to assist you and your attorney.
1. Specific Bequest
If you are considering making an outright bequest to Community SeniorServ Inc. dba Meals on Wheels Orange County, we recommend the following language:
If you are considering making a bequest of a percentage of your estate to Community SeniorServ Inc. dba Meals on Wheels Orange County, we recommend the following language:
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.
If you are making a restricted bequest, we recommend that your attorney include the following provision to give Community SeniorServ Inc. dba Meals on Wheels Orange County flexibility should it no longer be possible for our Community SeniorServ Inc. dba Meals on Wheels Orange County to use your gift as you originally intended:
Please contact us if you have any questions about how to make a bequest to Meals on Wheels Orange County or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.
If you have included a bequest for Meals on Wheels Orange County in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.
Types of Bequests
There are a number of ways you can make a bequest to Meals on Wheels Orange County.
Specific Bequest. A specific bequest involves making a gift of a specific asset such as real estate, a car, other property or a gift for a specific dollar amount. For example, you may wish to leave your home or $10,000 to Meals on Wheels Orange County.
Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to Meals on Wheels Orange County.
Residual Bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to Meals on Wheels Orange County.
Contingent Bequest. A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to Community SeniorServ Inc. dba Meals on Wheels Orange County.
Percentage Bequest. Another kind of specific bequest involves leaving a specific percentage of your overall estate to charity. For example, you may wish to leave 10% of your estate to Meals on Wheels Orange County.
Residual Bequest. A residual bequest is made from the balance of an estate after the will or trust has given away each of the specific bequests. A common residual bequest involves leaving a percentage of the residue of the estate to charity. For example, you may wish to leave 30% of the residue of your estate to Meals on Wheels Orange County.
Contingent Bequest. A contingent bequest is made to charity only if the purpose of the primary bequest cannot be met. For example, you could leave specific property, such as a vacation home, to a relative, but the bequest language could provide that if the relative is not alive at the time of your death, the vacation home will go to Community SeniorServ Inc. dba Meals on Wheels Orange County.
Bequest Benefits
A bequest is generally a revocable gift, which means it can be changed or modified at any time. You can choose to designate that a bequest be used for a general or specific purpose so you have the peace of mind knowing that your gift will be used as intended. Bequests are exempt from federal estate taxes. If you have a taxable estate, the estate tax charitable deduction may offset or eliminate estate taxes, resulting in a larger inheritance for your heirs.
Bequest Language
In order to make a bequest, you should speak with your attorney. Your attorney can help you include a bequest to Community SeniorServ Inc. dba Meals on Wheels Orange County in your estate plan. We have provided some basic bequest language to assist you and your attorney.
1. Specific Bequest
If you are considering making an outright bequest to Community SeniorServ Inc. dba Meals on Wheels Orange County, we recommend the following language:
Bequest of a Specific Dollar Amount
I hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Community SeniorServ Inc. dba Meals on Wheels Orange County, a nonprofit organization located at 1200 N. Knollwood Circle, Anaheim, CA, 92801, Federal Tax ID #95-2771715, for Community SeniorServ Inc. dba Meals on Wheels Orange County's general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Community SeniorServ Inc. dba Meals on Wheels Orange County, a nonprofit organization located at 1200 N. Knollwood Circle, Anaheim, CA, 92801, Federal Tax ID #95-2771715, for Community SeniorServ Inc. dba Meals on Wheels Orange County's general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Community SeniorServ Inc. dba Meals on Wheels Orange County, a nonprofit organization located at 1200 N. Knollwood Circle, Anaheim, CA, 92801, Federal Tax ID #95-2771715, for Community SeniorServ Inc. dba Meals on Wheels Orange County's general use and purpose.
2. Percentage BequestI hereby give, devise and bequeath _________ and No/100 dollars ($DOLLARS) to Community SeniorServ Inc. dba Meals on Wheels Orange County, a nonprofit organization located at 1200 N. Knollwood Circle, Anaheim, CA, 92801, Federal Tax ID #95-2771715, for Community SeniorServ Inc. dba Meals on Wheels Orange County's general use and purpose.
Bequest of Specific Personal Property
I hereby give, devise and bequeath DESCRIPTION OF PROPERTY to Community SeniorServ Inc. dba Meals on Wheels Orange County, a nonprofit organization located at 1200 N. Knollwood Circle, Anaheim, CA, 92801, Federal Tax ID #95-2771715, for Community SeniorServ Inc. dba Meals on Wheels Orange County's general use and purpose.
Bequest of Specific Real Estate
I hereby give, devise and bequeath all of the right, title and interest in and to the real estate located at ADDRESS OR DESCRIPTION OF PROPERTY to Community SeniorServ Inc. dba Meals on Wheels Orange County, a nonprofit organization located at 1200 N. Knollwood Circle, Anaheim, CA, 92801, Federal Tax ID #95-2771715, for Community SeniorServ Inc. dba Meals on Wheels Orange County's general use and purpose.
If you are considering making a bequest of a percentage of your estate to Community SeniorServ Inc. dba Meals on Wheels Orange County, we recommend the following language:
I hereby give, devise and bequeath ____ percent (___%) of my total estate, determined as of the date of my death, to Community SeniorServ Inc. dba Meals on Wheels Orange County, a nonprofit organization located at 1200 N. Knollwood Circle, Anaheim, CA, 92801, Federal Tax ID #95-2771715, for Community SeniorServ Inc. dba Meals on Wheels Orange County's general use and purpose.
3. Residual BequestI hereby give, devise and bequeath to Community SeniorServ Inc. dba Meals on Wheels Orange County, a nonprofit organization located at 1200 N. Knollwood Circle, Anaheim, CA, 92801, Federal Tax ID #95-2771715, ALL OR A PERCENTAGE of the rest, residue and remainder of my estate to be used for Community SeniorServ Inc. dba Meals on Wheels Orange County's general use and purpose.
4. Contingent BequestIf (primary beneficiary) does not survive me, then I hereby give, devise and bequeath to Community SeniorServ Inc. dba Meals on Wheels Orange County, a nonprofit organization located at 1200 N. Knollwood Circle, Anaheim, CA, 92801, Federal Tax ID #95-2771715, DESCRIPTION OF PROPERTY to be used for Community SeniorServ Inc. dba Meals on Wheels Orange County's general use and purpose.
Restricted Bequests
If you are considering a bequest but would like to ensure that your bequest will be used for a specific purpose, please let us know. We would be happy to work with you and your attorney to help you identify ways to give and meet your charitable objectives. We will also work with you and your attorney to craft language to accomplish your goals.
If you are making a restricted bequest, we recommend that your attorney include the following provision to give Community SeniorServ Inc. dba Meals on Wheels Orange County flexibility should it no longer be possible for our Community SeniorServ Inc. dba Meals on Wheels Orange County to use your gift as you originally intended:
If, in the judgment of the Board of Directors of Community SeniorServ Inc. dba Meals on Wheels Orange County, it shall become impossible for Community SeniorServ Inc. dba Meals on Wheels Orange County to use this bequest to accomplish the specific purposes of this bequest, Community SeniorServ Inc. dba Meals on Wheels Orange County may use the income and principal of this gift for such purpose or purposes as the Board determines is most closely related to the restricted purpose of my bequest.
Contact Us
Please contact us if you have any questions about how to make a bequest to Meals on Wheels Orange County or to request any additional information that might be helpful to you and your attorney as you consider making a bequest to us.
If you have included a bequest for Meals on Wheels Orange County in your estate plan, please contact us to let us know. We would like to thank you and recognize you for your gift.