Assets you can give this way
Retirement Accounts
Name Meals on Wheels Central Texas as a beneficiary of your IRA, 401(k), 403(b), or other retirement account.
Life Insurance
Designate Meals on Wheels Central Texas as a beneficiary of your life insurance policy with a simple form.
Commercial Annuities
Name Meals on Wheels Central Texas as a beneficiary of your commercial annuity with a simple beneficiary designation.
Donor-Advised Funds
Recommend a grant or name Meals on Wheels Central Texas as the successor beneficiary of your donor-advised fund.
Bank or Brokerage Accounts
Add Meals on Wheels Central Texas as a payable-on-death or transfer-on-death beneficiary for eligible accounts.
Why retirement accounts make especially good gifts
Money left in a traditional retirement account is usually taxed as income when your heirs receive it.
-
Because we are a nonprofit, we receive the full amount with no income tax taken out.
-
Many families leave retirement dollars to charity and pass other, more tax-friendly assets to loved ones. Your advisor can help you decide what fits.
How to name us as a beneficiary
Request a Beneficiary Form
Request a beneficiary designation form from your retirement account, life insurance provider, or financial institution. Most providers make this form available online.
Complete The Form
List Meals on Wheels and More, Inc. (d/b/a Meals on Wheels Central Texas) as the beneficiary.
Tax ID: 23-7202594 | Include the percentage or amount you would like to leave.
Submit Your Form
Sign and return the completed form to your provider. Be sure to keep a copy for your records.
Information you will need: Legal name: Meals on Wheels and More, Inc. (d/b/a Meals on Wheels Central Texas) | Tax ID (EIN): 23-7202594 | Address: 3227 East 5th Street, Austin, TX 78702
Create Your Free Will
Create a legally valid will online at no cost. In just a few simple steps, you can protect the people you love, make your wishes known, and create a lasting legacy. You can also choose to include a gift to Meals on Wheels Central Texas, helping ensure future neighbors receive the meals, care, and connection they need.
Already Included Us?
Join the 1972 Society. If you have named Meals on Wheels Central Texas in your will, trust, or beneficiary designations, we would love to thank you and welcome you to the 1972 Society, our legacy society named for the year we were founded. Letting us know is optional and never binding.
Questions? We are glad to help.
A conversation about a future gift is always confidential and carries no obligation. Reach our Chief Advancement Officer, Paul Secord, at psecord@mowctx.org or 737-218-4111. You can also send us a message.
Frequently asked questions
It is the form that says who receives an account or policy after your lifetime, such as an IRA, 401(k), or life insurance. These assets pass directly to the people or organizations you name, separate from your will.
Retirement dollars left to family are usually taxed as income. Left to a nonprofit like us, they pass with no income tax taken out. Many families give retirement assets to charity and leave other, more tax-friendly assets to their loved ones. Your advisor can help you weigh it.
No. You can name us for any percentage you choose and name other people or causes for the rest.
No. You keep full control of the account and can use it or change the beneficiary at any time. The gift only takes effect after your lifetime.
Ask your account or policy provider for a beneficiary form, list our legal name and Tax ID, choose your percentage, and return it. Many providers let you do this online in a few minutes.