A Charitable Remainder Trust allows you to make a meaningful gift to Prescott Meals on Wheels while still providing income for yourself or a loved one. You transfer assets such as stock or real estate into a trust, receive steady income, and the remainder comes to Prescott Meals on Wheels when the trust ends. It is a powerful way to support your neighbors while caring for your own financial needs.
You work with your attorney or financial adviser to create the trust.
You receive income each year. Your loved ones can also be included.
When the trust ends, the remaining assets come directly to Prescott Meals on Wheels to support home delivered meals and the wellness of our community.
Income for life or a set term
Possible tax savings
Estate planning flexibility
A legacy gift that nourishes your neighbors for many years
Prescott Meals on Wheels is honored to be named as the remainder beneficiary. We do not administer the trust, which means the process is simple for both you and our nonprofit. You remain in control with the help of your professional advisers.
We are happy to help you explore your options in a friendly and pressure-free way.
