Reach Your Philanthropic and Financial Goals with Planned Giving
A legacy gift enables you to support Meals on Wheels of the Greater Lehigh Valley, secures the financial needs of your loved ones, and provides you with tax benefits. Legacy gifts of all sizes combine to help us meet our current goals and reach further into the future.
By including Meals on Wheels of the Greater Lehigh Valley in your will or trust, naming Meals on Wheels as a beneficiary of all or part of a life insurance policy, or taking advantage of other giving opportunities, you can preserve your assets now and support for years to come. Your gift will have a real, lasting impact.
Let us help you make the gift that's right for you.
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Join the Legacy Society
When you make a gift to Meals on Wheels of the Greater Lehigh Valley from your will or trust, you'll you'll be welcomed into the Legacy Society and join other supporters and friends of our important mission. Is Meals on Wheels of the Greater Lehigh Valley already in your plans? Please let us know so we can properly thank you and make sure your gift will be used as you've intended.
How to Give
Not only do you have options for how your gift to Meals on Wheels of the Greater Lehigh Valley will be used, you also have options on what to give and how to give. There are gifts that cost you nothing now, gifts that pay you income, and gifts that allow you to decide what happens when.
Gifts From Your Will
Through a provision in your written and executed will, you can make a gift in the form of cash, securities, real estate or personal property. There are many types of bequests. Choose the one that best fits your needs and intentions.
View Bequest Language
Gifts That Pay You
You can turn underperforming assets (stock, cash in a savings account, CDs, savings bonds, etc.) into a gift to Meals on Wheels that provides income to you. Your Charitable Gift Annuity will give you quarterly, fixed payments for life and tax benefits, too.
View CGA Information
Beneficiary Designation and Grants
Designate Meals on Wheels as a beneficiary to receive all or a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You also can make a grant to us at any time from your Donor Advised Fund.
Learn More about DAFs
Charitable IRA Rollover
If you're 70 ½ or older, you can make a gift directly from your IRA to Meals on Wheels. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
View IRA Rollover Information
Beneficiary Designation and Paid-Up Policies
Name Meals on Wheels of the Greater Lehigh Valley as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Meals on Wheels of the Greater Lehigh Valley as the owner and beneficiary.
Learn More about Life Insurance
Real Estate and Other Valuables
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well-curated collections, can be deducted from your income tax today and reduce your estate taxes in the future.
View Real Estate Gift Information
Retirement Accounts
Naming Meals on Wheels of the Greater Lehigh Valley as the beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh, profit-sharing pension plan or other Donor Advised Funds, will accomplish a charitable goal while realizing significant tax savings.
View Beneficiary Gifts
Appreciated Stock
When you donate appreciated stocks, bonds, or mutual fund shares instead of cash, you'll receive charitable deductions at full, fair market value while reducing capital gains impact.
View Stock Transfer Information
Other Planned Giving Vehicles
There are many other ways to support Meals on Wheels of the Greater Lehigh Valley through a planned giving vehicle. Charitable Gift Annuities, Charitable Trusts, Life Insurance and more may be good options for you. We can show you creative ways to use your assets to benefit Meals on Wheels of the Greater Lehigh Valley, while at the same time preserving the benefits of those assets for you and your family.
Contact Us to Discuss Your Options