Planned Giving: Leave a Lasting Legacy for South Florida’s Seniors

When you include Meals on Wheels South Florida in your estate plans, you
create a powerful, enduring legacy that ensures local seniors will always have
access to nutritious meals, friendly visits, and safe, independent living.

Your thoughtful vision and lifelong generosity can sustain essential senior
programs for generations to come—all while providing meaningful financial
and tax benefits for you and your loved ones.
 

Popular Ways to Give Through Your Estate

There are several flexible ways to support our mission through planned giving,
many of which cost nothing during your lifetime:

• Bequests in a Will or Trust: Specify a dollar amount, a percentage of your
  estate, or the residue of your estate to Meals on Wheels South Florida.

• Beneficiary Designations: Name us as a beneficiary of your life insurance
  policy, IRA, 401(k), or other retirement accounts.

• Gifts of Stock or Appreciated Assets: Transfer appreciated securities to
  potentially avoid capital gains taxes while receiving a charitable tax deduction.
  ​

Let’s Start a Conversation

Creating a legacy gift is a deeply personal decision, and we are here to help guide you and your financial advisor through the process.

Ready to discuss your planned giving options? Please contact our Executive Director at 954.731.8770 to schedule a confidential meeting or discuss how your legacy can keep South Florida's seniors nourished and cared for.