Giving by Assets – Retirement Plan Assets

PLANNED & MAJOR GIFTS

RETIREMENT PLAN ASSETS

Most popular ways to give this asset:

A donor advised fund.

When you contribute to a donor advised fund with appreciated securities, you will receive a federal income tax charitable deduction for the fair market value of the asset and eliminate capital gains tax. Because of our nonprofit status, Meals on Wheels does not pay capital gain tax when we sell the gifted securities.

Beneficiary designations

One of the simplest and easiest ways to help the Meals on Wheels Foundation of Western New York after your lifetime is through a beneficiary designation. Name Meals on Wheels as a beneficiary to receive assets like your retirement plans and life insurance policies. This option is flexible, as you are able to review and adjust beneficiary designations anytime you want.

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