Gifts for the Future

A gift made to Meals on Wheels of Alameda County (MOWAC) through a bequest in your will or living trust, a beneficiary designation through your retirement plan or life insurance, or some other asset helps to ensure the ability of MOWAC programs and their volunteers to deliver a nutritious meal, friendly smile, and wellness check to isolated senior neighbors. A gift from your estate will sustain this vital service well into the future.

We invite you, your attorney, or your financial advisor to contact Executive Director Marisa Melo with questions about making a gift through your living trust, will, or other instruments. Marisa may be reached 510.777.9560 (voice/text) or marisa@feedingseniors.org.

Disclaimer: MOWAC encourages you to consult your family and your financial planner in conversations related to planning the distribution of your assets after your death. Information shared on MOWAC’s website or related materials is not intended to take the place of legal or tax guidance from your attorney, accountant, or financial advisor before making this type of gift.

 Types of Gifts

Bequest

Naming Meals on Wheels of Alameda County (MOWAC) as a beneficiary of your will can be done with relative ease. The following sample language and steps will assist you in making a gift to MOWAC. 

Provide our organization’s name and our federal tax identification number: 

I give and devise to Meals on Wheels of Alameda County, a nonprofit corporation, Tax ID #94-2651065 located in Oakland, CA…

Select the statement that best suits your intent: 

● ____________ percent of my estate (provide a specific %) 

● The sum of $_________ (provide a specific dollar amount) 

● My ________ (list a specific asset) 

● The remainder of my estate

Benefits

  • Created in will or living trust

  • Continued use of assets during your lifetime

  • Flexibility to change amount of bequest at any time

  • Minimum amount:  None

Beneficiary Gifts

Naming MOWAC as a beneficiary of your checking or investment account is easy to do. These gifts are sometimes referred to as pay or transfer on death gifts. The following information will be needed to finalize your gift: 

Meals on Wheels of Alameda County, a nonprofit corporation Tax ID #94-2651065, located in Oakland, CA…

Benefits

  • Effective way to leave a gift with no money out of pocket now

  • Avoids probate on assets and passes directly to charity

  • Minimum amount: None

Retirement Plans and Insurance

To make one of these types of gifts, name MOWAC a full or partial beneficiary of your IRA, 401(k),403(b), or life insurance policy. The following information will be needed to finalize your gift: 

Meals on Wheels of Alameda County, a nonprofit corporation Tax ID #94-2651065, located in Oakland, CA…

Benefits

  • Flexibility to change benefit amount at any time

  • Possible federal and state estate tax savings

  • Minimum amount: None

The above named types of gifts will be treated as unrestricted unless otherwise designated by the supporter or the MOWAC Board of Directors.

Other Types of Gifts

Do you have another type of gift you want to use to support MOWAC? Meals on Wheels of Alameda County accepts cash, stocks, retirement funds, bank accounts, investment accounts, life insurance, cryptocurrency, etc. If you wish to designate a specific item or property for MOWAC, please contact Marisa Melo in advance to ensure that we can accept your gift.  

Meals on Wheels of Alameda County recognizes supporters committing $10,000 or more through their estate as members of The Legacy Society.

 

Bequest

A bequest is easy to arrange. It won’t alter your current lifestyle and you can modify your wishes as your needs change. Below you will find sample language to assist in the making of a gift to MOWAC.

 1.  Name Meals on Wheels of Alameda County as a beneficiary

Provide our organization’s name and our federal tax identification number:

  I give and devise to Meals on Wheels of Alameda County
(Tax ID #94-2651065) located in Oakland, CA…

 2.  Identify what you wish to give to benefit Meals on Wheels
of Alameda County:

Meals on Wheels of Alameda County accepts cash, stocks, retirement funds, bank accounts, cryptocurrency, etc. If you wish to designate a specific item or property for MOWAC not listed above, please contact Executive Director Marisa Melo at marisa@feedingseniors.org or 510.777.9560 (voice/text) in advance to ensure that we can accept your gift.

Select the statement that best suits your needs:

●                                  percent of my estate (provide a specific %)

●      The sum of $                     (provide a specific dollar amount)

●      My                    (list a specific asset)

●      The remainder of my estate