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BEATRICE PIXA
Beatrice Pixa had a sharp mind and a quick wit, and she used it to regale her friends with her fabulous stories. She loved to dance, listen to live music, play tennis, hike, and go on cruises. Her life was often centered around the dinner parties and signature brunches she threw, serving her delicious food and finding joy in sharing meals with others.
Bea was also a longtime donor to Meals on Wheels Diablo Region. She knew that there were elderly people who were isolated and depended on MOW Diablo Region volunteers to deliver what, for some, would be the only meal and the only human interaction of the day. Bea understood the importance of food and the need for companionship. That's why, before she passed away, she made sure her legacy would live on after she was gone. Through a bequest in her will to MOW Diablo Region, she helped ensure that vulnerable seniors would have meals and services delivered for years to come.
Create a Legacy
We appreciate your commitment to Meals on Wheels Diablo Region and the seniors who depend on our delivered meals and supportive services.
As a thank you for your support, we are happy to offer FreeWill to help you create your legal will. It’s 100% free to you and most people finish in 20 minutes or less. FreeWill also offers California residents the ability to make a free irrevocable living trust.
Please consider including Meals on Wheels Diablo Region in your estate planning today, like Beatrice Pixa did. Your commitment will continue to support seniors for many years to come.
Please consider this page an informational resource to help you in meeting your philanthropic goals. The information provided here is for illustrative purposes only and should not be considered investment, legal, accounting, tax, or other professional advice.
Meals on Wheels Diablo Region recommends that each person considering a planned gift consult with her or his own legal and/or financial adviser.
For more information, call Sherry Nadworny at 925.239.2487 or fill out the form below.
Other Ways to Give
Donor Advised Funds
A donor-advised fund (DAF) is an investment account for philanthropic giving that offers an immediate tax benefit and the flexibility to support your preferred charities right away or over time. Making a gift to Meals on Wheels Diablo Region through your DAF is an impactful and tax-efficient way to support our shared mission to keep vulnerable seniors nourished, less isolated, safe, and independent for as long as possible. Learn more:
The advantages of giving through your DAF
- Simplicity: Your sponsoring organization handles all record-keeping, disbursements (including an option for automatic distributions), and tax receipts and provides you with a single document at tax time.
- Timing: You can request that a donation be made at any time or make automatic recurring gifts on a schedule of your choice.
- Open to all: Individuals, families, companies, foundations and other entities can start a DAF.
- Increase your philanthropic capital: With varying investment strategies available, the funds in your DAF have the potential to grow tax-free.
- Flexible funding options: Fund your DAF with the assets of your choice, including cash, stock, securities, and even real estate.
What to do if you already have a DAF
Contact your financial organization and begin the granting process. Please note Meals on Wheels Diablo Region tax ID number is 68-0044205. Please be aware that there are other organizations in our County who have a similar name but do not deliver meals, provide services, or have any client contact. When making a DAF donation, please check that you are making it to Meals on Wheels Diablo Region.
Gifts of retirement plans
Gifting qualified retirement plan assets such as 401(K), 403(b) or pension plans is one way to benefit Meals on Wheels Diablo Region and possibly receive significant tax savings. Simply contact your financial planner, bank, insurance company, or retirement account holder and request a beneficiary designation form. For IRA owners making Required Minimum Distributions, Qualified Charitable Distributions can be a tax-efficient way to make your current donations to Meals on Wheels Diablo Region.