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Donating a legacy gift to Meals on Wheels is a great way to make a lasting impact in your community. By including Meals on Wheels in your will or estate plan, you help secure the future of Meals on Wheels and ensure that seniors in your community get the nourishment and daily visit they need for years to come.
The most straightforward way you can make a legacy donation is by including Lake Oswego Metro Meals on Wheels in your will or estate plan. There are two simple ways you can do this:
- Bequests: In your will or estate plan you can list a specific dollar amount, percentage of your estate, or the remainder of your estate, that you want to go to Meals on Wheels.
You can use the following specific language for bequests to Lake Oswego Meals on Wheels: I [your name] give to Lake Oswego Meals on Wheels Inc, 505 G Street, Lake Oswego, OR 97034 55414, EIN #XXXXXXXXXX, percent of my estate, or the sum of dollars, or the remainder of my estate.
- Beneficiary Designation: Another easy and tax-beneficial way to include Lake Oswego Meals on Wheels in your estate plan is by designating it as a beneficiary in a life insurance policy or your retirement account. Designate Lake Oswego Meals on Wheels, EIN #XXXXXXXXXX, and contact your insurance agent or financial planner to confirm your plans.
There are numerous other ways to make legacy gifts and Lake Oswego Meals on Wheels is happy to work with you and your financial planner to accommodate your needs. And if you plan to make a legacy gift, we’d love to hear from you! Contact Lake Oswego Meals on Wheels Executive Director (DRAFT Name ??) 503- XXX-XXXXX or (DRAFT NAME HERE) to discuss your legacy giving plans.
Meals on Wheels programs in the Lake Oswego have been providing nourishment and helping seniors live independently for more than XX years. With your help, Meals and Wheels will be able to continue this important service for years to come!