Those who wish to leave a legacy for future Trust needs can make a bequest to the Trust directly in their wills or name the Trust as a beneficiary of their life insurance, IRAs, or other retirement plans.
The Trust’s legal name is: Avatar Meher Baba Perpetual Public Charitable Trust
The Trust’s address is:
Avatar Meher Baba P.P.C. Trust
Post Bag No. 31King’s Road Ahmednagar, Maharashtra 414 001 INDIA
For further information about bequests to Avatar Meher Baba’s Trust, please contact the Chairman: email@example.com.
The Trust prefers bequests to be designated for the Corpus, but you can designate your bequest to go to other specific Trust objects by stating your wishes clearly.
You should consult your attorney for all legal and tax advice.
For useful information for U.S. Tax Persons see the section below.
Useful Information for U.S. Tax Persons making Gifts to the Trust by Bequest or Beneficiary Designation.
1) When leaving a legacy to the Trust, please ask your attorney to consider using the following language if you wish your bequest to go to Corpus:
“To the then Trustees of the Avatar Meher Baba Perpetual Public Charitable Trust, a public charitable trust under the Bombay Public Trusts Act (1950), located in Ahmednagar, Maharashtra State, India, to be added to Corpus and used exclusively for its public charitable uses and purposes described in section 2055(a)(3) of the Internal Revenue Code of 1986, as amended.”
If you do not wish your bequest to go to Corpus, please designate it for other specific Trust objects by stating your wishes clearly.
2) If you plan to name the Trust as the beneficiary of a life insurance policy or retirement account, please note that the Trust does not have a U.S. employer identification number (EIN). The Trust should be contacted after your death and before payment is made so that it may provide the forms and supporting documentation to confirm for the payor that the distribution to the Trust is not subject to U.S. withholding tax.
If information regarding the Trust is needed to substantiate a U.S. charitable deduction for estate, gift or fiduciary income tax purposes, the Trust can provide information, documents and/or a copy of its Affidavit of Equivalency to a U.S. Public Charity (with annual updates) or an attorney opinion letter.