Meals on Wheels PLUS of Manatee has counted on the financial support of our generous donors since we first opened our doors in 1972. With our mission to assist individuals to live independently by providing nutrition and caring, supportive services at the forefront of our daily work, thousands upon thousands of people have received help and hope when they needed it most.
As we look to the future, we continue to count on the philanthropic support of our community to meet the ever-growing needs in our community. Planned Giving is a way to leave a legacy to benefit others.
Memorial Tribute
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.
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 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.
Gifts of Property
Artwork, furniture, clothing, jewelry, and automobiles can be given, with varying tax consequences depending upon the type of property.
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.
beneficiary
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.
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.
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.
A member of the Meals on Wheels PLUS team is available to answer any questions you may have by calling 941-747-4655. Information provided by Meals on Wheels PLUS representatives is not intended to be tax or legal advice. We recommend you consult with your tax advisor, financial planner, and/or attorney to discuss the gift methods that will best meet both your financial needs and your legacy goals.
Our legal name and address are necessary on all forms that name Meals on Wheels PLUS of Manatee, Inc. as an owner and/or beneficiary on any accounts or policies. Please use the following:
LEGAL NAME:
Meals on Wheels PLUS of Manatee, Inc.
ADDRESS:
811 23rd Ave. East
Bradenton, FL 34208
941-747-4655
FEDERAL EMPLOYER IDENTIFICATION NUMBER (EIN): 59-1420986
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.