Planned Giving

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.

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.

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.

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.

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.

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