Planned Giving

There are many ways Planned Giving can allow you to give needed funds to Meals on Wheels PLUS of Manatee at very little expense to you or your estate, and may offer substantial benefits to you as well as to the organization.

Contact the Meals on Wheels PLUS Office of Charitable Giving for information on how you can apply these and other planned giving tools to benefit you and your estate during your lifetime.

For more information please contact the Development Team (941) 749-0100.

Memorial or Tribute Gifts

Honor a loved one with a very special memorial or tribute gift to Meals on Wheels PLUS of Manatee. Naming opportunities still exist for substantial gifts. Cards of acknowledgement will be mailed upon request to the honoree or to their family.

In Honor or Memory Donation

Gifts of Stock

If you own stock, it is often more tax-wise to contribute stock than cash. This is because a gift of appreciated stock generally offers a two-fold tax savings. First, you avoid paying any capital gains tax on the increase in value of the stock. Second, you receive an income tax deduction for the full fair market value of the stock at the time of the gift.

Gifts of Stock

Charitable Remainder Trust

Charitable Remainder Trust allows for the distribution of a specified income, at least annually, to one or more beneficiaries for life or for a specific term of years. Boost your rate of return, receive fixed income, and minimize capital gains tax.

iT Works! Volunteers

Gifts of Real Estate

Gifts of appreciated real estate can be ideal gifts, and can be made in several different ways to maximize the tax benefits to you, and maximize the value of the gift to Meals on Wheels PLUS of Manatee.

Johnn and Client

Gifts of Life Insurance

A gift of life insurance can provide a significant charitable deduction. You could purchase a new policy or donate a policy that you currently own but no longer need. To receive a deduction, designate us as both the owner and beneficiary of the life insurance policy.

Acting Today for Tomorrow

Financial planners agree it is the failure to take action, not the absence of opportunity, that is the major threat to achieving financial objectives. It takes a lifetime to build an estate. Meals on Wheels PLUS believes it’s wise to plan for today so that your estate may be preserved for tomorrow. Through careful estate planning, you help secure the future—for yourself, for your family and heirs, and for programs in which you believe.

Acting Today for Tomorrow

Bequests

Meals on Wheels can be named as beneficiary in your will in an outright gift, as either a designated dollar amount or percentage of your estate. We could also be named as a remainder beneficiary to
receive funds only after specific sums have been paid to individual beneficiaries. You can easily attach an amendment to your will then your will, will not have to be redrafted.

Bequests

Legacy Society

To recognize the generosity of endowment donors in their lifetime, Meals on Wheels PLUS has established the Legacy Society. By notifying us that your estate includes a gift to us, you will be thanked and recognized now.

Legacy Society

Tangible Personal Property

Artwork, furniture, clothing, jewelry, and automobiles can be given, with varying tax consequences depending upon the type of property.

Tangible Personal Property

For More Information

We cannot tell you everything you need to know about planned giving and which method would be the most advantageous for your particular financial and estate planning situation. Check with your attorney, accountant, or other tax advisor for additional information on how these general rules apply to your situation. We appreciate your interest and support, and would be pleased to provide you with additional information on the advantages of planned giving. If you would like more information, please contact Stephanie Grepling, 941-749-0100 x2119 or sgrepling@mealsonwheelsplus.org.

Disclaimer:

THE COPY OF OFFICIAL REGISTRATION AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING TOLL-FREE 1-800-435-7352 WITHIN THE STATE. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE.

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For information about volunteering or any other programs.

Meals on Wheels PLUS of Manatee, Inc. complies with the Florida Department of Transportation District One (FDOT D1) Title VI Plan accordance with the minimum requirements of Section 49 Code of Federal Regulations, Part 21 and Federal Transit Administration (FTA) Circular 4702.1B.

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